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 | $58,318 | $57,281+1.8% | $86,612-32.7% | $75,163-22.4% |
| Participation rate | 82.4% | 63.2%+19.2pp | 71.7%+10.7pp | 67.2%+15.2pp |
| Annual return | 16.99% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,468 | $2,314+49.9% | $3,022+14.8% | $2,670+29.9% |
| Participant deferral / active EE | $5,819 | $3,318+75.4% | $4,438+31.1% | $4,125+41.1% |
| Admin fee / account holder | $1,219 | $4,112-70.3% | $5,614-78.3% | $5,651-78.4% |