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 | $60,859 | $105,998-42.6% | $92,233-34.0% | $147,584-58.8% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.5%+10.5pp | 82.8%+4.1pp |
| Annual return | 16.47% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $853 | $4,333-80.3% | $3,679-76.8% | $4,876-82.5% |
| Participant deferral / active EE | $1,764 | $4,478-60.6% | $3,897-54.7% | $5,439-67.6% |
| Admin fee / account holder | $6,618 | $6,332+4.5% | $5,194+27.4% | $10,885-39.2% |