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 | $46,544 | $65,409-28.8% | $98,442-52.7% | $85,850-45.8% |
| Participation rate | 95.6% | 65.0%+30.6pp | 73.3%+22.2pp | 69.3%+26.2pp |
| Annual return | 38.48% | 21.76%+16.7pp | 1492.73%-1454.2pp | 318.53%-280.1pp |
| Employer contribution / active EE | $3,615 | $2,168+66.8% | $2,960+22.2% | $2,565+40.9% |
| Participant deferral / active EE | $4,017 | $3,166+26.9% | $4,276-6.1% | $3,952+1.7% |
| Admin fee / account holder | $3,585 | $4,593-21.9% | $5,949-39.7% | $6,260-42.7% |