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 | $56,559 | $88,751-36.3% | $81,812-30.9% | $145,922-61.2% |
| Participation rate | 90.5% | 75.0%+15.4pp | 72.3%+18.1pp | 80.3%+10.2pp |
| Annual return | 11.36% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,667 | $3,083-13.5% | $2,912-8.4% | $4,660-42.8% |
| Participant deferral / active EE | $6,501 | $4,643+40.0% | $4,319+50.5% | $6,688-2.8% |
| Admin fee / account holder | $5,344 | $8,415-36.5% | $7,386-27.7% | $13,397-60.1% |