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 | $53,138 | $96,635-45.0% | $86,612-38.6% | $139,434-61.9% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 17.22% | 106.41%-89.2pp | 591.07%-573.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,704 | $3,263-47.8% | $3,022-43.6% | $4,751-64.1% |
| Participant deferral / active EE | $7,049 | $4,836+45.8% | $4,438+58.9% | $6,710+5.1% |
| Admin fee / account holder | $4,026 | $6,408-37.2% | $5,614-28.3% | $11,403-64.7% |