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 | $18,495 | $57,281-67.7% | $86,612-78.6% | $75,163-75.4% |
| Participation rate | 92.1% | 63.2%+28.9pp | 71.7%+20.4pp | 67.2%+24.9pp |
| Annual return | 23.64% | 2670.75%-2647.1pp | 591.07%-567.4pp | 160.62%-137.0pp |
| Employer contribution / active EE | $4,164 | $2,314+79.9% | $3,022+37.8% | $2,670+56.0% |
| Participant deferral / active EE | $6,670 | $3,318+101.0% | $4,438+50.3% | $4,125+61.7% |
| Admin fee / account holder | $1,020 | $4,112-75.2% | $5,614-81.8% | $5,651-81.9% |