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 | $77,167 | $144,119-46.5% | $117,854-34.5% | $147,584-47.7% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 28.35% | 531.15%-502.8pp | 335.08%-306.7pp | 578.55%-550.2pp |
| Employer contribution / active EE | $3,091 | $4,896-36.9% | $3,786-18.4% | $4,876-36.6% |
| Participant deferral / active EE | $5,275 | $5,316-0.8% | $4,482+17.7% | $5,439-3.0% |
| Admin fee / account holder | $32,591 | $10,886+199.4% | $8,020+306.4% | $10,885+199.4% |