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 | $72,006 | $100,852-28.6% | $90,404-20.4% | $158,922-54.7% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 12.63% | 1724.20%-1711.6pp | 1293.02%-1280.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,041 | $3,689-17.6% | $3,262-6.8% | $4,761-36.1% |
| Participant deferral / active EE | $4,305 | $4,348-1.0% | $3,963+8.6% | $5,982-28.0% |
| Admin fee / account holder | $1,538 | $6,501-76.3% | $5,611-72.6% | $11,246-86.3% |