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 | $44,478 | $57,281-22.4% | $86,612-48.6% | $75,163-40.8% |
| Participation rate | 88.0% | 63.2%+24.8pp | 71.7%+16.3pp | 67.2%+20.8pp |
| Annual return | 24.57% | 2670.75%-2646.2pp | 591.07%-566.5pp | 160.62%-136.0pp |
| Employer contribution / active EE | $2,517 | $2,314+8.8% | $3,022-16.7% | $2,670-5.7% |
| Participant deferral / active EE | $3,657 | $3,318+10.2% | $4,438-17.6% | $4,125-11.4% |
| Admin fee / account holder | $876 | $4,112-78.7% | $5,614-84.4% | $5,651-84.5% |