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 | $54,352 | $105,998-48.7% | $92,233-41.1% | $147,584-63.2% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 16.22% | 50.05%-33.8pp | 176.28%-160.1pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,034 | $4,333-53.1% | $3,679-44.7% | $4,876-58.3% |
| Participant deferral / active EE | $4,594 | $4,478+2.6% | $3,897+17.9% | $5,439-15.5% |
| Admin fee / account holder | $5,432 | $6,332-14.2% | $5,194+4.6% | $10,885-50.1% |