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 | $65,912 | $171,865-61.6% | $149,718-56.0% | $147,584-55.3% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 13.46% | 2113.22%-2099.8pp | 1501.63%-1488.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,801 | $6,275-55.4% | $5,445-48.6% | $4,876-42.6% |
| Participant deferral / active EE | $11,754 | $7,271+61.7% | $6,569+78.9% | $5,439+116.1% |
| Admin fee / account holder | $633 | $13,799-95.4% | $11,283-94.4% | $10,885-94.2% |