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 | $37,179 | $105,181-64.7% | $159,436-76.7% | $85,850-56.7% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.8%+3.8pp | 69.3%+17.4pp |
| Annual return | 15.22% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $11,357 | $3,318+242.3% | $4,829+135.2% | $2,565+342.8% |
| Participant deferral / active EE | $4,572 | $5,945-23.1% | $7,352-37.8% | $3,952+15.7% |
| Admin fee / account holder | $405 | $6,933-94.2% | $10,799-96.2% | $6,260-93.5% |