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 | $49,536 | $105,998-53.3% | $92,233-46.3% | $147,584-66.4% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 14.21% | 50.05%-35.8pp | 176.28%-162.1pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,460 | $4,333-66.3% | $3,679-60.3% | $4,876-70.1% |
| Participant deferral / active EE | $2,543 | $4,478-43.2% | $3,897-34.7% | $5,439-53.2% |
| Admin fee / account holder | $2,034 | $6,332-67.9% | $5,194-60.8% | $10,885-81.3% |