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 | $34,538 | $49,922-30.8% | $80,569-57.1% | $75,163-54.0% |
| Participation rate | 94.7% | 55.3%+39.4pp | 67.0%+27.7pp | 67.2%+27.5pp |
| Annual return | 26.02% | 34.69%-8.7pp | 935.43%-909.4pp | 160.62%-134.6pp |
| Employer contribution / active EE | $3,089 | $1,698+81.9% | $2,723+13.4% | $2,670+15.7% |
| Participant deferral / active EE | $3,116 | $2,990+4.2% | $4,447-29.9% | $4,125-24.5% |
| Admin fee / account holder | $2,140 | $3,577-40.2% | $5,377-60.2% | $5,651-62.1% |