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 | $70,913 | $88,751-20.1% | $81,812-13.3% | $145,922-51.4% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.3%+10.0pp | 80.3%+2.1pp |
| Annual return | 13.87% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,717 | $3,083+20.6% | $2,912+27.6% | $4,660-20.2% |
| Participant deferral / active EE | $5,867 | $4,643+26.4% | $4,319+35.9% | $6,688-12.3% |
| Admin fee / account holder | $1,446 | $8,415-82.8% | $7,386-80.4% | $13,397-89.2% |