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 | $67,519 | $209,832-67.8% | $189,513-64.4% | $167,490-59.7% |
| Participation rate | 86.4% | 88.7%-2.3pp | 87.8%-1.4pp | 82.1%+4.3pp |
| Annual return | 11.28% | 748.27%-737.0pp | 555.15%-543.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $3,390 | $6,914-51.0% | $6,162-45.0% | $4,837-29.9% |
| Participant deferral / active EE | $7,789 | $8,935-12.8% | $8,221-5.3% | $6,341+22.8% |
| Admin fee / account holder | $2,206 | $14,293-84.6% | $12,045-81.7% | $12,309-82.1% |