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 6-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 | $71,313 | $96,635-26.2% | $86,612-17.7% | $139,434-48.9% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 20.07% | 106.41%-86.3pp | 591.07%-571.0pp | 372.94%-352.9pp |
| Employer contribution / active EE | $4,889 | $3,263+49.8% | $3,022+61.8% | $4,751+2.9% |
| Participant deferral / active EE | $7,716 | $4,836+59.6% | $4,438+73.9% | $6,710+15.0% |
| Admin fee / account holder | $7,185 | $6,408+12.1% | $5,614+28.0% | $11,403-37.0% |