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 | $26,194 | $96,635-72.9% | $86,612-69.8% | $139,434-81.2% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 13.84% | 106.41%-92.6pp | 591.07%-577.2pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,163 | $3,263-64.4% | $3,022-61.5% | $4,751-75.5% |
| Participant deferral / active EE | $2,379 | $4,836-50.8% | $4,438-46.4% | $6,710-64.5% |
| Admin fee / account holder | $809 | $6,408-87.4% | $5,614-85.6% | $11,403-92.9% |