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 | $48,798 | $105,998-54.0% | $92,233-47.1% | $147,584-66.9% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 21.68% | 50.05%-28.4pp | 176.28%-154.6pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,010 | $4,333-53.6% | $3,679-45.4% | $4,876-58.8% |
| Participant deferral / active EE | $8,079 | $4,478+80.4% | $3,897+107.3% | $5,439+48.5% |
| Admin fee / account holder | $2,784 | $6,332-56.0% | $5,194-46.4% | $10,885-74.4% |