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 | $27,881 | $109,817-74.6% | $98,442-71.7% | $167,490-83.4% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 10.98% | 1956.69%-1945.7pp | 1492.73%-1481.7pp | 478.56%-467.6pp |
| Employer contribution / active EE | $6,791 | $3,224+110.6% | $2,960+129.4% | $4,837+40.4% |
| Participant deferral / active EE | $8,170 | $4,673+74.8% | $4,276+91.0% | $6,341+28.8% |
| Admin fee / account holder | $364 | $6,753-94.6% | $5,949-93.9% | $12,309-97.0% |