See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,660 | $108,642-47.8% | $74,701-24.1% | $152,861-62.9% |
| Participation rate | 82.4% | 65.3%+17.0pp | 54.5%+27.9pp | 82.4%-0.1pp |
| Annual return | 19.89% | 114.06%-94.2pp | 752.92%-733.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,576 | $1,503+4.9% | $1,084+45.5% | $4,762-66.9% |
| Participant deferral / active EE | $3,454 | $2,712+27.3% | $1,964+75.9% | $5,850-41.0% |
| Admin fee / account holder | $1,548 | $4,902-68.4% | $3,333-53.6% | $11,596-86.7% |