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 | $79,041 | $88,751-10.9% | $81,812-3.4% | $145,922-45.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 24.84% | 1025.40%-1000.6pp | 773.79%-748.9pp | 561.29%-536.4pp |
| Employer contribution / active EE | $2,698 | $3,083-12.5% | $2,912-7.3% | $4,660-42.1% |
| Participant deferral / active EE | $6,569 | $4,643+41.5% | $4,319+52.1% | $6,688-1.8% |
| Admin fee / account holder | $10,924 | $8,415+29.8% | $7,386+47.9% | $13,397-18.5% |