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 | $61,681 | $183,963-66.5% | $162,163-62.0% | $152,861-59.6% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.6%+3.7pp | 82.4%+8.9pp |
| Annual return | 41.49% | 150.76%-109.3pp | 115.59%-74.1pp | 345.32%-303.8pp |
| Employer contribution / active EE | $4,348 | $6,371-31.8% | $5,614-22.5% | $4,762-8.7% |
| Participant deferral / active EE | $9,304 | $8,034+15.8% | $7,298+27.5% | $5,850+59.0% |
| Admin fee / account holder | $864 | $13,121-93.4% | $10,843-92.0% | $11,596-92.6% |