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 | $58,370 | $68,097-14.3% | $62,929-7.2% | $137,256-57.5% |
| Participation rate | 95.7% | 77.4%+18.2pp | 73.1%+22.5pp | 80.0%+15.7pp |
| Annual return | 16.15% | 1859.11%-1843.0pp | 1063.93%-1047.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,437 | $4,553+107.3% | $3,888+142.7% | $6,407+47.3% |
| Admin fee / account holder | $606 | $6,521-90.7% | $5,065-88.0% | $12,270-95.1% |