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 | $70,081 | $73,515-4.7% | $62,995+11.2% | $147,584-52.5% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.8%+9.8pp | 82.8%+1.8pp |
| Annual return | 18.80% | 175.43%-156.6pp | 87.57%-68.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,306 | $3,320-0.4% | $2,759+19.8% | $4,876-32.2% |
| Participant deferral / active EE | $5,492 | $4,185+31.2% | $3,329+64.9% | $5,439+1.0% |
| Admin fee / account holder | $522 | $5,953-91.2% | $3,600-85.5% | $10,885-95.2% |