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 | $60,274 | $100,852-40.2% | $90,404-33.3% | $158,922-62.1% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 23.93% | 1724.20%-1700.3pp | 1293.02%-1269.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,974 | $3,689-19.4% | $3,262-8.8% | $4,761-37.5% |
| Participant deferral / active EE | $7,331 | $4,348+68.6% | $3,963+85.0% | $5,982+22.5% |
| Admin fee / account holder | $1,841 | $6,501-71.7% | $5,611-67.2% | $11,246-83.6% |