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 | $54,321 | $107,334-49.4% | $92,893-41.5% | $152,861-64.5% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | 13.99% | 145.58%-131.6pp | 109.41%-95.4pp | 345.32%-331.3pp |
| Employer contribution / active EE | $1,530 | $4,221-63.8% | $3,653-58.1% | $4,762-67.9% |
| Participant deferral / active EE | $2,503 | $4,845-48.3% | $4,236-40.9% | $5,850-57.2% |
| Admin fee / account holder | $998 | $7,079-85.9% | $5,794-82.8% | $11,596-91.4% |