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 | $48,326 | $102,317-52.8% | $146,958-67.1% | $80,856-40.2% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 21.14% | 134.76%-113.6pp | 418.34%-397.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $3,366 | $3,713-9.3% | $4,933-31.8% | $2,755+22.2% |
| Participant deferral / active EE | $12,246 | $6,644+84.3% | $8,070+51.8% | $4,296+185.1% |
| Admin fee / account holder | $1,905 | $7,941-76.0% | $12,998-85.3% | $6,918-72.5% |