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 | $56,984 | $158,398-64.0% | $126,539-55.0% | $142,382-60.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 22.09% | 593.76%-571.7pp | 425.95%-403.9pp | 217.08%-195.0pp |
| Employer contribution / active EE | $9,486 | $4,650+104.0% | $3,674+158.2% | $4,299+120.7% |
| Participant deferral / active EE | $2,868 | $4,767-39.8% | $4,083-29.7% | $6,507-55.9% |
| Admin fee / account holder | $338 | $6,918-95.1% | $6,065-94.4% | $12,624-97.3% |