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 | $63,047 | $96,635-34.8% | $86,612-27.2% | $139,434-54.8% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 25.59% | 106.41%-80.8pp | 591.07%-565.5pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,853 | $3,263-43.2% | $3,022-38.7% | $4,751-61.0% |
| Participant deferral / active EE | $8,803 | $4,836+82.0% | $4,438+98.4% | $6,710+31.2% |
| Admin fee / account holder | $868 | $6,408-86.4% | $5,614-84.5% | $11,403-92.4% |