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 | $63,878 | $57,281+11.5% | $86,612-26.2% | $75,163-15.0% |
| Participation rate | 88.1% | 63.2%+24.9pp | 71.7%+16.4pp | 67.2%+20.9pp |
| Annual return | 22.23% | 2670.75%-2648.5pp | 591.07%-568.8pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,978 | $2,314+28.7% | $3,022-1.5% | $2,670+11.5% |
| Participant deferral / active EE | $6,992 | $3,318+110.7% | $4,438+57.6% | $4,125+69.5% |
| Admin fee / account holder | $2,312 | $4,112-43.8% | $5,614-58.8% | $5,651-59.1% |