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 | $45,510 | $96,305-52.7% | $80,569-43.5% | $139,434-67.4% |
| Participation rate | 95.7% | 73.6%+22.0pp | 67.0%+28.7pp | 80.3%+15.3pp |
| Annual return | 19.74% | 1350.08%-1330.3pp | 935.43%-915.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $7,011 | $3,262+114.9% | $2,723+157.4% | $4,751+47.6% |
| Participant deferral / active EE | $6,031 | $5,232+15.3% | $4,447+35.6% | $6,710-10.1% |
| Admin fee / account holder | $5,325 | $6,599-19.3% | $5,377-1.0% | $11,403-53.3% |