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 | $64,706 | $56,114+15.3% | $96,139-32.7% | $85,850-24.6% |
| Participation rate | 85.2% | 56.7%+28.5pp | 68.4%+16.7pp | 69.3%+15.9pp |
| Annual return | 22.47% | 42.30%-19.8pp | 191.94%-169.5pp | 318.53%-296.1pp |
| Employer contribution / active EE | $4,672 | $1,620+188.5% | $2,797+67.0% | $2,565+82.1% |
| Participant deferral / active EE | $2,474 | $2,859-13.5% | $4,349-43.1% | $3,952-37.4% |
| Admin fee / account holder | $1,029 | $3,768-72.7% | $5,537-81.4% | $6,260-83.6% |