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 | $46,938 | $57,281-18.1% | $86,612-45.8% | $75,163-37.6% |
| Participation rate | 89.5% | 63.2%+26.3pp | 71.7%+17.8pp | 67.2%+22.3pp |
| Annual return | 17.12% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.5pp |
| Employer contribution / active EE | $485 | $2,314-79.1% | $3,022-84.0% | $2,670-81.8% |
| Participant deferral / active EE | $3,901 | $3,318+17.6% | $4,438-12.1% | $4,125-5.4% |
| Admin fee / account holder | $2,939 | $4,112-28.5% | $5,614-47.6% | $5,651-48.0% |