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 | $55,294 | $96,635-42.8% | $86,612-36.2% | $139,434-60.3% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 18.12% | 106.41%-88.3pp | 591.07%-572.9pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,896 | $3,263+19.4% | $3,022+28.9% | $4,751-18.0% |
| Participant deferral / active EE | $7,049 | $4,836+45.8% | $4,438+58.8% | $6,710+5.0% |
| Admin fee / account holder | $7,267 | $6,408+13.4% | $5,614+29.4% | $11,403-36.3% |