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 | $54,098 | $60,124-10.0% | $90,404-40.2% | $79,858-32.3% |
| Participation rate | 96.4% | 65.0%+31.4pp | 72.7%+23.7pp | 69.6%+26.8pp |
| Annual return | 40.27% | 71.94%-31.7pp | 1293.02%-1252.7pp | 31.71%+8.6pp |
| Employer contribution / active EE | $6,509 | $2,068+214.8% | $3,262+99.5% | $2,471+163.4% |
| Participant deferral / active EE | $8,430 | $2,938+186.9% | $3,963+112.7% | $3,740+125.4% |
| Admin fee / account holder | $1,051 | $3,976-73.6% | $5,611-81.3% | $5,306-80.2% |