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 | $20,340 | $105,998-80.8% | $92,233-77.9% | $147,584-86.2% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 67.20% | 50.05%+17.2pp | 176.28%-109.1pp | 578.55%-511.3pp |
| Employer contribution / active EE | $2,293 | $4,333-47.1% | $3,679-37.7% | $4,876-53.0% |
| Participant deferral / active EE | $4,141 | $4,478-7.5% | $3,897+6.3% | $5,439-23.9% |
| Admin fee / account holder | $4,714 | $6,332-25.6% | $5,194-9.2% | $10,885-56.7% |