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 | $66,903 | $49,922+34.0% | $80,569-17.0% | $75,163-11.0% |
| Participation rate | 72.2% | 55.3%+16.8pp | 67.0%+5.2pp | 67.2%+5.0pp |
| Annual return | 66.16% | 34.69%+31.5pp | 935.43%-869.3pp | 160.62%-94.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $772 | $2,990-74.2% | $4,447-82.6% | $4,125-81.3% |
| Admin fee / account holder | $4,430 | $3,577+23.8% | $5,377-17.6% | $5,651-21.6% |