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 | $61,367 | $96,635-36.5% | $86,612-29.1% | $139,434-56.0% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 25.10% | 106.41%-81.3pp | 591.07%-566.0pp | 372.94%-347.8pp |
| Employer contribution / active EE | $8,489 | $3,263+160.1% | $3,022+180.9% | $4,751+78.7% |
| Participant deferral / active EE | $4,795 | $4,836-0.9% | $4,438+8.0% | $6,710-28.5% |
| Admin fee / account holder | $4,463 | $6,408-30.3% | $5,614-20.5% | $11,403-60.9% |