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 | $45,432 | $57,281-20.7% | $86,612-47.5% | $75,163-39.6% |
| Participation rate | 87.5% | 63.2%+24.3pp | 71.7%+15.8pp | 67.2%+20.3pp |
| Annual return | 17.58% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $8,551 | $2,314+269.5% | $3,022+182.9% | $2,670+220.3% |
| Participant deferral / active EE | $5,520 | $3,318+66.4% | $4,438+24.4% | $4,125+33.8% |
| Admin fee / account holder | $3,303 | $4,112-19.7% | $5,614-41.2% | $5,651-41.6% |