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 | $26,983 | $57,281-52.9% | $86,612-68.8% | $75,163-64.1% |
| Participation rate | 95.7% | 63.2%+32.5pp | 71.7%+24.0pp | 67.2%+28.5pp |
| Annual return | 19.74% | 2670.75%-2651.0pp | 591.07%-571.3pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,307 | $2,314-0.3% | $3,022-23.7% | $2,670-13.6% |
| Participant deferral / active EE | $5,517 | $3,318+66.3% | $4,438+24.3% | $4,125+33.7% |
| Admin fee / account holder | $4,963 | $4,112+20.7% | $5,614-11.6% | $5,651-12.2% |