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 | $53,427 | $105,998-49.6% | $92,233-42.1% | $147,584-63.8% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 23.91% | 50.05%-26.1pp | 176.28%-152.4pp | 578.55%-554.6pp |
| Employer contribution / active EE | $3,470 | $4,333-19.9% | $3,679-5.7% | $4,876-28.8% |
| Participant deferral / active EE | $5,988 | $4,478+33.7% | $3,897+53.7% | $5,439+10.1% |
| Admin fee / account holder | $2,623 | $6,332-58.6% | $5,194-49.5% | $10,885-75.9% |