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 | $53,784 | $96,305-44.2% | $80,569-33.2% | $139,434-61.4% |
| Participation rate | 94.1% | 73.6%+20.5pp | 67.0%+27.1pp | 80.3%+13.8pp |
| Annual return | 53.73% | 1350.08%-1296.4pp | 935.43%-881.7pp | 372.94%-319.2pp |
| Employer contribution / active EE | $2,914 | $3,262-10.7% | $2,723+7.0% | $4,751-38.7% |
| Participant deferral / active EE | $6,062 | $5,232+15.9% | $4,447+36.3% | $6,710-9.7% |
| Admin fee / account holder | $23,107 | $6,599+250.2% | $5,377+329.7% | $11,403+102.6% |