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 | $65,668 | $149,040-55.9% | $120,225-45.4% | $137,256-52.2% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 15.51% | 605.68%-590.2pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,318 | $4,350-46.7% | $3,475-33.3% | $4,156-44.2% |
| Participant deferral / active EE | $4,952 | $4,655+6.4% | $3,999+23.8% | $6,407-22.7% |
| Admin fee / account holder | $2,218 | $6,348-65.1% | $5,696-61.1% | $12,270-81.9% |