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 | $18,508 | $96,635-80.8% | $86,612-78.6% | $139,434-86.7% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 38.70% | 106.41%-67.7pp | 591.07%-552.4pp | 372.94%-334.2pp |
| Employer contribution / active EE | $3,663 | $3,263+12.3% | $3,022+21.2% | $4,751-22.9% |
| Participant deferral / active EE | $3,855 | $4,836-20.3% | $4,438-13.1% | $6,710-42.6% |
| Admin fee / account holder | $498 | $6,408-92.2% | $5,614-91.1% | $11,403-95.6% |