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 | $77,610 | $80,812-4.0% | $160,784-51.7% | $82,448-5.9% |
| Participation rate | 92.9% | 66.2%+26.6pp | 77.0%+15.9pp | 68.1%+24.8pp |
| Annual return | 13.47% | 100.59%-87.1pp | 1803.92%-1790.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,471 | $2,174+13.6% | $3,733-33.8% | $2,551-3.2% |
| Participant deferral / active EE | $3,242 | $4,335-25.2% | $6,293-48.5% | $4,139-21.7% |
| Admin fee / account holder | $1,250 | $7,695-83.8% | $9,717-87.1% | $7,234-82.7% |