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 | $82,938 | $104,907-20.9% | $84,611-2.0% | $152,861-45.7% |
| Participation rate | 77.8% | 74.8%+3.0pp | 68.2%+9.5pp | 82.4%-4.7pp |
| Annual return | 24.26% | 373.79%-349.5pp | 258.74%-234.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,776 | $3,302-46.2% | $2,652-33.0% | $4,762-62.7% |
| Participant deferral / active EE | $6,308 | $4,688+34.6% | $3,899+61.8% | $5,850+7.8% |
| Admin fee / account holder | $7,150 | $6,241+14.6% | $4,912+45.6% | $11,596-38.3% |