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 | $29,449 | $96,635-69.5% | $86,612-66.0% | $139,434-78.9% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 21.10% | 106.41%-85.3pp | 591.07%-570.0pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,127 | $3,263-4.2% | $3,022+3.5% | $4,751-34.2% |
| Participant deferral / active EE | $7,831 | $4,836+61.9% | $4,438+76.5% | $6,710+16.7% |
| Admin fee / account holder | $4,686 | $6,408-26.9% | $5,614-16.5% | $11,403-58.9% |