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 | $44,664 | $88,751-49.7% | $81,812-45.4% | $145,922-69.4% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.3%+6.2pp | 80.3%-1.7pp |
| Annual return | 10.15% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,923 | $3,083-37.6% | $2,912-34.0% | $4,660-58.7% |
| Participant deferral / active EE | $2,714 | $4,643-41.5% | $4,319-37.2% | $6,688-59.4% |
| Admin fee / account holder | $2,209 | $8,415-73.8% | $7,386-70.1% | $13,397-83.5% |