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 | $70,856 | $96,635-26.7% | $86,612-18.2% | $139,434-49.2% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 23.99% | 106.41%-82.4pp | 591.07%-567.1pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,970 | $3,263-39.6% | $3,022-34.8% | $4,751-58.5% |
| Participant deferral / active EE | $6,472 | $4,836+33.8% | $4,438+45.8% | $6,710-3.5% |
| Admin fee / account holder | $476 | $6,408-92.6% | $5,614-91.5% | $11,403-95.8% |