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 | $61,730 | $90,348-31.7% | $75,972-18.7% | $145,922-57.7% |
| Participation rate | 90.9% | 74.5%+16.5pp | 69.1%+21.9pp | 80.3%+10.6pp |
| Annual return | 19.40% | 620.88%-601.5pp | 359.55%-340.1pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,743 | $3,311-17.2% | $2,685+2.2% | $4,660-41.1% |
| Participant deferral / active EE | $6,399 | $5,162+24.0% | $4,255+50.4% | $6,688-4.3% |
| Admin fee / account holder | $1,349 | $8,467-84.1% | $6,467-79.1% | $13,397-89.9% |