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 | $43,295 | $57,281-24.4% | $86,612-50.0% | $75,163-42.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 24.12% | 2670.75%-2646.6pp | 591.07%-567.0pp | 160.62%-136.5pp |
| Employer contribution / active EE | $4,614 | $2,314+99.3% | $3,022+52.6% | $2,670+72.8% |
| Participant deferral / active EE | $1,847 | $3,318-44.3% | $4,438-58.4% | $4,125-55.2% |
| Admin fee / account holder | $2,580 | $4,112-37.2% | $5,614-54.0% | $5,651-54.3% |