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 | $87,438 | $88,751-1.5% | $81,812+6.9% | $145,922-40.1% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.3%+1.3pp | 80.3%-6.6pp |
| Annual return | 16.14% | 1025.40%-1009.3pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,581 | $3,083-16.3% | $2,912-11.4% | $4,660-44.6% |
| Participant deferral / active EE | $6,012 | $4,643+29.5% | $4,319+39.2% | $6,688-10.1% |
| Admin fee / account holder | $20,912 | $8,415+148.5% | $7,386+183.1% | $13,397+56.1% |