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 | $73,887 | $104,907-29.6% | $84,611-12.7% | $152,861-51.7% |
| Participation rate | 91.7% | 74.8%+16.8pp | 68.2%+23.4pp | 82.4%+9.2pp |
| Annual return | 33.20% | 373.79%-340.6pp | 258.74%-225.5pp | 345.32%-312.1pp |
| Employer contribution / active EE | $3,019 | $3,302-8.5% | $2,652+13.8% | $4,762-36.6% |
| Participant deferral / active EE | $6,254 | $4,688+33.4% | $3,899+60.4% | $5,850+6.9% |
| Admin fee / account holder | $3,387 | $6,241-45.7% | $4,912-31.1% | $11,596-70.8% |