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 | $38,434 | $102,604-62.5% | $86,188-55.4% | $139,434-72.4% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 12.31% | 1922.51%-1910.2pp | 1168.45%-1156.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,484 | $3,032-18.1% | $2,380+4.3% | $4,751-47.7% |
| Participant deferral / active EE | $4,822 | $4,676+3.1% | $3,985+21.0% | $6,710-28.1% |
| Admin fee / account holder | $6,402 | $8,657-26.0% | $6,852-6.6% | $11,403-43.9% |