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 | $36,606 | $100,852-63.7% | $90,404-59.5% | $158,922-77.0% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 11.96% | 1724.20%-1712.2pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,427 | $3,689-61.3% | $3,262-56.3% | $4,761-70.0% |
| Participant deferral / active EE | $9,029 | $4,348+107.7% | $3,963+127.8% | $5,982+50.9% |
| Admin fee / account holder | $958 | $6,501-85.3% | $5,611-82.9% | $11,246-91.5% |