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 | $69,331 | $88,751-21.9% | $81,812-15.3% | $145,922-52.5% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.3%+1.0pp | 80.3%-6.9pp |
| Annual return | 12.60% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,729 | $3,083-43.9% | $2,912-40.6% | $4,660-62.9% |
| Participant deferral / active EE | $3,486 | $4,643-24.9% | $4,319-19.3% | $6,688-47.9% |
| Admin fee / account holder | $6,066 | $8,415-27.9% | $7,386-17.9% | $13,397-54.7% |