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 | $33,063 | $96,635-65.8% | $86,612-61.8% | $139,434-76.3% |
| Participation rate | 86.7% | 74.4%+12.3pp | 71.7%+15.0pp | 80.3%+6.3pp |
| Annual return | 12.68% | 106.41%-93.7pp | 591.07%-578.4pp | 372.94%-360.3pp |
| Employer contribution / active EE | $780 | $3,263-76.1% | $3,022-74.2% | $4,751-83.6% |
| Participant deferral / active EE | $2,967 | $4,836-38.6% | $4,438-33.1% | $6,710-55.8% |
| Admin fee / account holder | $4,223 | $6,408-34.1% | $5,614-24.8% | $11,403-63.0% |