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 | $65,217 | $60,124+8.5% | $90,404-27.9% | $79,858-18.3% |
| Participation rate | 85.1% | 65.0%+20.1pp | 72.7%+12.4pp | 69.6%+15.5pp |
| Annual return | 69.54% | 71.94%-2.4pp | 1293.02%-1223.5pp | 31.71%+37.8pp |
| Employer contribution / active EE | $1,394 | $2,068-32.6% | $3,262-57.3% | $2,471-43.6% |
| Participant deferral / active EE | $4,467 | $2,938+52.0% | $3,963+12.7% | $3,740+19.4% |
| Admin fee / account holder | $5,061 | $3,976+27.3% | $5,611-9.8% | $5,306-4.6% |