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 | $54,642 | $57,281-4.6% | $86,612-36.9% | $75,163-27.3% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 15.43% | 2670.75%-2655.3pp | 591.07%-575.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $5,067 | $2,314+118.9% | $3,022+67.6% | $2,670+89.8% |
| Participant deferral / active EE | $3,799 | $3,318+14.5% | $4,438-14.4% | $4,125-7.9% |
| Admin fee / account holder | $2,228 | $4,112-45.8% | $5,614-60.3% | $5,651-60.6% |