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 | $49,089 | $96,305-49.0% | $80,569-39.1% | $139,434-64.8% |
| Participation rate | 93.3% | 73.6%+19.7pp | 67.0%+26.3pp | 80.3%+13.0pp |
| Annual return | 14.80% | 1350.08%-1335.3pp | 935.43%-920.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,099 | $3,262-35.7% | $2,723-22.9% | $4,751-55.8% |
| Participant deferral / active EE | $7,129 | $5,232+36.3% | $4,447+60.3% | $6,710+6.2% |
| Admin fee / account holder | $7,888 | $6,599+19.5% | $5,377+46.7% | $11,403-30.8% |