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 | $55,623 | $85,202-34.7% | $172,739-67.8% | $72,985-23.8% |
| Participation rate | 83.8% | 70.1%+13.7pp | 82.6%+1.1pp | 69.5%+14.3pp |
| Annual return | 26.64% | 27.32%-0.7pp | 802.84%-776.2pp | 81.00%-54.4pp |
| Employer contribution / active EE | $2,060 | $3,324-38.0% | $5,143-59.9% | $2,440-15.6% |
| Participant deferral / active EE | $4,740 | $3,260+45.4% | $5,198-8.8% | $3,607+31.4% |
| Admin fee / account holder | $502 | $5,884-91.5% | $13,954-96.4% | $5,124-90.2% |