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 | $39,464 | $100,852-60.9% | $90,404-56.3% | $158,922-75.2% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 15.76% | 1724.20%-1708.4pp | 1293.02%-1277.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,797 | $3,689-24.2% | $3,262-14.3% | $4,761-41.3% |
| Participant deferral / active EE | $8,328 | $4,348+91.5% | $3,963+110.1% | $5,982+39.2% |
| Admin fee / account holder | $7,685 | $6,501+18.2% | $5,611+37.0% | $11,246-31.7% |