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 | $73,472 | $39,019+88.3% | $80,716-9.0% | $85,850-14.4% |
| Participation rate | 74.1% | 41.5%+32.5pp | 54.2%+19.9pp | 69.3%+4.8pp |
| Annual return | 14.18% | 26.27%-12.1pp | 87.28%-73.1pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,207 | $722+205.7% | $1,160+90.3% | $2,565-14.0% |
| Participant deferral / active EE | $2,897 | $1,326+118.5% | $2,146+35.0% | $3,952-26.7% |
| Admin fee / account holder | $4,061 | $2,431+67.1% | $3,380+20.2% | $6,260-35.1% |