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 | $58,370 | $70,756-17.5% | $65,493-10.9% | $142,382-59.0% |
| Participation rate | 95.7% | 77.4%+18.3pp | 73.1%+22.6pp | 80.1%+15.5pp |
| Annual return | 16.15% | 1754.89%-1738.7pp | 982.45%-966.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,437 | $4,637+103.5% | $3,961+138.2% | $6,507+45.0% |
| Admin fee / account holder | $606 | $6,559-90.8% | $5,028-87.9% | $12,624-95.2% |