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 | $21,281 | $100,852-78.9% | $90,404-76.5% | $158,922-86.6% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.7%+22.6pp | 82.0%+13.3pp |
| Annual return | 14.78% | 1724.20%-1709.4pp | 1293.02%-1278.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,291 | $3,689-37.9% | $3,262-29.8% | $4,761-51.9% |
| Participant deferral / active EE | $6,961 | $4,348+60.1% | $3,963+75.6% | $5,982+16.4% |
| Admin fee / account holder | $2,919 | $6,501-55.1% | $5,611-48.0% | $11,246-74.0% |