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 | $81,158 | $102,604-20.9% | $86,188-5.8% | $139,434-41.8% |
| Participation rate | 87.0% | 74.5%+12.5pp | 69.0%+18.0pp | 80.3%+6.6pp |
| Annual return | 21.08% | 1922.51%-1901.4pp | 1168.45%-1147.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $3,147 | $3,032+3.8% | $2,380+32.2% | $4,751-33.8% |
| Participant deferral / active EE | $6,699 | $4,676+43.3% | $3,985+68.1% | $6,710-0.2% |
| Admin fee / account holder | $6,850 | $8,657-20.9% | $6,8520% | $11,403-39.9% |