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 | $43,167 | $73,515-41.3% | $62,995-31.5% | $147,584-70.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.8%+16.1pp | 82.8%+8.1pp |
| Annual return | 11.27% | 175.43%-164.2pp | 87.57%-76.3pp | 578.55%-567.3pp |
| Employer contribution / active EE | $4,018 | $3,320+21.0% | $2,759+45.6% | $4,876-17.6% |
| Participant deferral / active EE | $4,381 | $4,185+4.7% | $3,329+31.6% | $5,439-19.5% |
| Admin fee / account holder | $1,937 | $5,953-67.5% | $3,600-46.2% | $10,885-82.2% |