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 | $59,136 | $67,606-12.5% | $82,313-28.2% | $70,131-15.7% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 562.27% | 21.57%+540.7pp | 25.88%+536.4pp | 73.14%+489.1pp |
| Employer contribution / active EE | $3,360 | $1,755+91.5% | $2,428+38.4% | $2,342+43.4% |
| Participant deferral / active EE | $8,393 | $2,987+181.0% | $3,706+126.5% | $3,332+151.9% |
| Admin fee / account holder | $4,142 | $4,512-8.2% | $5,608-26.1% | $4,645-10.8% |