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 | $67,209 | $102,966-34.7% | $90,281-25.6% | $152,861-56.0% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 14.31% | 95.16%-80.9pp | 78.10%-63.8pp | 345.32%-331.0pp |
| Employer contribution / active EE | $3,188 | $3,139+1.6% | $2,854+11.7% | $4,762-33.1% |
| Participant deferral / active EE | $5,800 | $4,281+35.5% | $3,885+49.3% | $5,850-0.9% |
| Admin fee / account holder | $1,768 | $6,171-71.4% | $5,351-67.0% | $11,596-84.8% |