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 | $52,863 | $88,751-40.4% | $81,812-35.4% | $145,922-63.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 10.74% | 1025.40%-1014.7pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,456 | $3,083-20.3% | $2,912-15.7% | $4,660-47.3% |
| Participant deferral / active EE | $2,842 | $4,643-38.8% | $4,319-34.2% | $6,688-57.5% |
| Admin fee / account holder | $1,038 | $8,415-87.7% | $7,386-85.9% | $13,397-92.3% |