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 | $63,869 | $65,561-2.6% | $86,188-25.9% | $75,163-15.0% |
| Participation rate | 92.3% | 60.5%+31.8pp | 69.0%+23.3pp | 67.2%+25.1pp |
| Annual return | 17.11% | 46.05%-28.9pp | 1168.45%-1151.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,896 | $1,553+279.7% | $2,380+147.7% | $2,670+120.8% |
| Participant deferral / active EE | $2,680 | $3,024-11.4% | $3,985-32.8% | $4,125-35.0% |
| Admin fee / account holder | $2,460 | $5,474-55.1% | $6,852-64.1% | $5,651-56.5% |