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 | $42,471 | $88,751-52.1% | $81,812-48.1% | $145,922-70.9% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.3%+20.5pp | 80.3%+12.6pp |
| Annual return | 16.53% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,690 | $3,083-12.8% | $2,912-7.6% | $4,660-42.3% |
| Participant deferral / active EE | $6,761 | $4,643+45.6% | $4,319+56.6% | $6,688+1.1% |
| Admin fee / account holder | $3,296 | $8,415-60.8% | $7,386-55.4% | $13,397-75.4% |