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 | $75,488 | $118,680-36.4% | $98,907-23.7% | $158,922-52.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 30.82% | 372.35%-341.5pp | 196.43%-165.6pp | 302.83%-272.0pp |
| Employer contribution / active EE | $1,072 | $3,333-67.8% | $2,689-60.1% | $4,761-77.5% |
| Participant deferral / active EE | $4,329 | $5,088-14.9% | $4,244+2.0% | $5,982-27.6% |
| Admin fee / account holder | $974 | $10,131-90.4% | $6,642-85.3% | $11,246-91.3% |