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 | $44,709 | $81,625-45.2% | $58,482-23.6% | $139,434-67.9% |
| Participation rate | 88.2% | 61.3%+26.9pp | 50.9%+37.4pp | 80.3%+7.9pp |
| Annual return | 20.70% | 7404.20%-7383.5pp | 4239.32%-4218.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $5,860 | $1,398+319.1% | $1,053+456.4% | $4,751+23.4% |
| Participant deferral / active EE | $3,536 | $2,557+38.3% | $1,924+83.8% | $6,710-47.3% |
| Admin fee / account holder | $582 | $3,265-82.2% | $2,516-76.9% | $11,403-94.9% |