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 | $32,446 | $102,966-68.5% | $90,281-64.1% | $152,861-78.8% |
| Participation rate | 86.4% | 75.9%+10.5pp | 73.3%+13.1pp | 82.4%+3.9pp |
| Annual return | 20.88% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,425 | $3,139-22.8% | $2,854-15.1% | $4,762-49.1% |
| Participant deferral / active EE | $4,314 | $4,281+0.8% | $3,885+11.0% | $5,850-26.3% |
| Admin fee / account holder | $2,352 | $6,171-61.9% | $5,351-56.0% | $11,596-79.7% |