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 | $57,394 | $210,648-72.8% | $177,989-67.8% | $145,922-60.7% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 16.81% | 385.86%-369.0pp | 294.48%-277.7pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,932 | $4,565-13.9% | $3,949-0.4% | $4,660-15.6% |
| Participant deferral / active EE | $4,904 | $6,958-29.5% | $6,276-21.9% | $6,688-26.7% |
| Admin fee / account holder | $350 | $12,013-97.1% | $10,363-96.6% | $13,397-97.4% |