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 | $61,699 | $70,756-12.8% | $65,493-5.8% | $142,382-56.7% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 12.09% | 1754.89%-1742.8pp | 982.45%-970.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,933 | $2,881+71.3% | $2,574+91.6% | $4,299+14.7% |
| Participant deferral / active EE | $2,657 | $4,637-42.7% | $3,961-32.9% | $6,507-59.2% |
| Admin fee / account holder | $1,587 | $6,559-75.8% | $5,028-68.4% | $12,624-87.4% |