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 | $44,003 | $104,907-58.1% | $84,611-48.0% | $152,861-71.2% |
| Participation rate | 95.5% | 74.8%+20.6pp | 68.2%+27.2pp | 82.4%+13.0pp |
| Annual return | 20.68% | 373.79%-353.1pp | 258.74%-238.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,545 | $3,302-22.9% | $2,652-4.1% | $4,762-46.6% |
| Participant deferral / active EE | $6,997 | $4,688+49.3% | $3,899+79.5% | $5,850+19.6% |
| Admin fee / account holder | $631 | $6,241-89.9% | $4,912-87.1% | $11,596-94.6% |