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 | $41,585 | $88,751-53.1% | $81,812-49.2% | $145,922-71.5% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.3%+6.2pp | 80.3%-1.7pp |
| Annual return | 14.32% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,083 | $3,083-32.5% | $2,912-28.5% | $4,660-55.3% |
| Participant deferral / active EE | $2,956 | $4,643-36.3% | $4,319-31.6% | $6,688-55.8% |
| Admin fee / account holder | $7,215 | $8,415-14.3% | $7,386-2.3% | $13,397-46.1% |