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 | $43,626 | $60,124-27.4% | $90,404-51.7% | $79,858-45.4% |
| Participation rate | 98.3% | 65.0%+33.3pp | 72.7%+25.6pp | 69.6%+28.6pp |
| Annual return | 21.79% | 71.94%-50.2pp | 1293.02%-1271.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $4,491 | $2,068+117.2% | $3,262+37.7% | $2,471+81.7% |
| Participant deferral / active EE | $6,783 | $2,938+130.9% | $3,963+71.1% | $3,740+81.4% |
| Admin fee / account holder | $3,882 | $3,976-2.4% | $5,611-30.8% | $5,306-26.8% |