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 | $72,252 | $210,648-65.7% | $177,989-59.4% | $145,922-50.5% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 15.66% | 385.86%-370.2pp | 294.48%-278.8pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,535 | $4,565-44.5% | $3,949-35.8% | $4,660-45.6% |
| Participant deferral / active EE | $5,752 | $6,958-17.3% | $6,276-8.4% | $6,688-14.0% |
| Admin fee / account holder | $2,647 | $12,013-78.0% | $10,363-74.5% | $13,397-80.2% |