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 | $60,519 | $57,281+5.7% | $86,612-30.1% | $75,163-19.5% |
| Participation rate | 91.9% | 63.2%+28.7pp | 71.7%+20.2pp | 67.2%+24.7pp |
| Annual return | 18.68% | 2670.75%-2652.1pp | 591.07%-572.4pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,289 | $2,314-1.1% | $3,022-24.3% | $2,670-14.3% |
| Participant deferral / active EE | $6,781 | $3,318+104.4% | $4,438+52.8% | $4,125+64.4% |
| Admin fee / account holder | $356 | $4,112-91.3% | $5,614-93.7% | $5,651-93.7% |