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 | $47,052 | $102,604-54.1% | $86,188-45.4% | $139,434-66.3% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.0%+24.4pp | 80.3%+13.0pp |
| Annual return | 15.85% | 1922.51%-1906.7pp | 1168.45%-1152.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,529 | $3,032-16.6% | $2,380+6.3% | $4,751-46.8% |
| Participant deferral / active EE | $7,144 | $4,676+52.8% | $3,985+79.3% | $6,710+6.5% |
| Admin fee / account holder | $2,966 | $8,657-65.7% | $6,852-56.7% | $11,403-74.0% |