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 | $67,084 | $102,604-34.6% | $86,188-22.2% | $139,434-51.9% |
| Participation rate | 91.3% | 74.5%+16.8pp | 69.0%+22.3pp | 80.3%+11.0pp |
| Annual return | 18.20% | 1922.51%-1904.3pp | 1168.45%-1150.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $5,845 | $3,032+92.7% | $2,380+145.6% | $4,751+23.0% |
| Participant deferral / active EE | $13,065 | $4,676+179.4% | $3,985+227.8% | $6,710+94.7% |
| Admin fee / account holder | $7,432 | $8,657-14.1% | $6,852+8.5% | $11,403-34.8% |