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 | $76,710 | $58,208+31.8% | $81,812-6.2% | $80,856-5.1% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.3%+15.7pp | 67.6%+20.4pp |
| Annual return | 39.28% | 41.66%-2.4pp | 773.79%-734.5pp | 35.59%+3.7pp |
| Employer contribution / active EE | $2,318 | $2,340-0.9% | $2,912-20.4% | $2,755-15.9% |
| Participant deferral / active EE | $5,582 | $3,281+70.1% | $4,319+29.3% | $4,296+29.9% |
| Admin fee / account holder | $6,171 | $4,981+23.9% | $7,386-16.5% | $6,918-10.8% |