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 | $70,235 | $70,756-0.7% | $65,493+7.2% | $142,382-50.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.79% | 1754.89%-1740.1pp | 982.45%-967.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,876 | $2,881-34.9% | $2,574-27.1% | $4,299-56.4% |
| Participant deferral / active EE | $5,751 | $4,637+24.0% | $3,961+45.2% | $6,507-11.6% |
| Admin fee / account holder | $2,102 | $6,559-68.0% | $5,028-58.2% | $12,624-83.4% |