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 | $60,450 | $90,348-33.1% | $75,972-20.4% | $145,922-58.6% |
| Participation rate | 84.6% | 74.5%+10.2pp | 69.1%+15.6pp | 80.3%+4.3pp |
| Annual return | 15.28% | 620.88%-605.6pp | 359.55%-344.3pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,909 | $3,311-12.1% | $2,685+8.3% | $4,660-37.6% |
| Participant deferral / active EE | $1,848 | $5,162-64.2% | $4,255-56.6% | $6,688-72.4% |
| Admin fee / account holder | $7,304 | $8,467-13.7% | $6,467+12.9% | $13,397-45.5% |