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 | $62,093 | $100,852-38.4% | $90,404-31.3% | $158,922-60.9% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 17.05% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,896 | $3,689-21.5% | $3,262-11.2% | $4,761-39.2% |
| Participant deferral / active EE | $6,514 | $4,348+49.8% | $3,963+64.4% | $5,982+8.9% |
| Admin fee / account holder | $649 | $6,501-90.0% | $5,611-88.4% | $11,246-94.2% |