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 | $105,950 | $102,604+3.3% | $86,188+22.9% | $139,434-24.0% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 12.66% | 1922.51%-1909.9pp | 1168.45%-1155.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,316 | $3,032-56.6% | $2,380-44.7% | $4,751-72.3% |
| Participant deferral / active EE | $3,229 | $4,676-30.9% | $3,985-19.0% | $6,710-51.9% |
| Admin fee / account holder | $2,352 | $8,657-72.8% | $6,852-65.7% | $11,403-79.4% |