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 | $51,682 | $60,124-14.0% | $90,404-42.8% | $79,858-35.3% |
| Participation rate | 90.9% | 65.0%+25.9pp | 72.7%+18.2pp | 69.6%+21.3pp |
| Annual return | 12.99% | 71.94%-59.0pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,583 | $2,068+73.3% | $3,262+9.8% | $2,471+45.0% |
| Participant deferral / active EE | $6,153 | $2,938+109.4% | $3,963+55.3% | $3,740+64.5% |
| Admin fee / account holder | $13,517 | $3,976+239.9% | $5,611+140.9% | $5,306+154.7% |