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 | $67,551 | $57,281+17.9% | $86,612-22.0% | $75,163-10.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.16% | 2670.75%-2656.6pp | 591.07%-576.9pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,073 | $2,314-10.4% | $3,022-31.4% | $2,670-22.4% |
| Participant deferral / active EE | $3,318 | $3,3180% | $4,438-25.2% | $4,125-19.6% |
| Admin fee / account holder | $6,034 | $4,112+46.8% | $5,614+7.5% | $5,651+6.8% |