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 | $59,991 | $105,998-43.4% | $92,233-35.0% | $147,584-59.4% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 10.72% | 50.05%-39.3pp | 176.28%-165.6pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,970 | $4,333-54.5% | $3,679-46.5% | $4,876-59.6% |
| Participant deferral / active EE | $3,736 | $4,478-16.6% | $3,897-4.1% | $5,439-31.3% |
| Admin fee / account holder | $4,365 | $6,332-31.1% | $5,194-16.0% | $10,885-59.9% |