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 | $53,264 | $96,305-44.7% | $80,569-33.9% | $139,434-61.8% |
| Participation rate | 82.4% | 73.6%+8.7pp | 67.0%+15.4pp | 80.3%+2.0pp |
| Annual return | 16.53% | 1350.08%-1333.6pp | 935.43%-918.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,443 | $3,262+36.2% | $2,723+63.2% | $4,751-6.5% |
| Participant deferral / active EE | $7,173 | $5,232+37.1% | $4,447+61.3% | $6,710+6.9% |
| Admin fee / account holder | $3,670 | $6,599-44.4% | $5,377-31.7% | $11,403-67.8% |