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 | $72,124 | $156,846-54.0% | $121,098-40.4% | $139,434-48.3% |
| Participation rate | 78.6% | 76.4%+2.2pp | 69.5%+9.1pp | 80.3%-1.7pp |
| Annual return | 16.43% | 1474.56%-1458.1pp | 985.75%-969.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,859 | $5,536-48.4% | $4,164-31.3% | $4,751-39.8% |
| Participant deferral / active EE | $4,252 | $4,844-12.2% | $4,080+4.2% | $6,710-36.6% |
| Admin fee / account holder | $3,607 | $6,946-48.1% | $5,644-36.1% | $11,403-68.4% |