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 | $70,518 | $109,982-35.9% | $97,226-27.5% | $145,922-51.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 16.73% | 242.90%-226.2pp | 75.13%-58.4pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,657 | $3,084+51.0% | $2,729+70.7% | $4,660-0.1% |
| Participant deferral / active EE | $6,442 | $4,676+37.8% | $4,264+51.1% | $6,688-3.7% |
| Admin fee / account holder | $971 | $6,221-84.4% | $5,654-82.8% | $13,397-92.8% |