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 | $65,363 | $105,181-37.9% | $159,436-59.0% | $85,850-23.9% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.8%+9.3pp | 69.3%+22.8pp |
| Annual return | 31.03% | 45.07%-14.0pp | 263.57%-232.5pp | 318.53%-287.5pp |
| Employer contribution / active EE | $5,388 | $3,318+62.4% | $4,829+11.6% | $2,565+110.0% |
| Participant deferral / active EE | $9,759 | $5,945+64.2% | $7,352+32.7% | $3,952+146.9% |
| Admin fee / account holder | $1,175 | $6,933-83.0% | $10,799-89.1% | $6,260-81.2% |