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 | $71,010 | $96,305-26.3% | $80,569-11.9% | $139,434-49.1% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 14.80% | 1350.08%-1335.3pp | 935.43%-920.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,352 | $3,262-27.9% | $2,723-13.6% | $4,751-50.5% |
| Participant deferral / active EE | $3,546 | $5,232-32.2% | $4,447-20.3% | $6,710-47.2% |
| Admin fee / account holder | $1,936 | $6,599-70.7% | $5,377-64.0% | $11,403-83.0% |