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 | $41,805 | $90,348-53.7% | $75,972-45.0% | $145,922-71.4% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.1%+25.9pp | 80.3%+14.7pp |
| Annual return | 9.14% | 620.88%-611.7pp | 359.55%-350.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,339 | $3,311-29.4% | $2,685-12.9% | $4,660-49.8% |
| Participant deferral / active EE | $5,048 | $5,162-2.2% | $4,255+18.6% | $6,688-24.5% |
| Admin fee / account holder | $1,705 | $8,467-79.9% | $6,467-73.6% | $13,397-87.3% |