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 | $67,671 | $158,398-57.3% | $126,539-46.5% | $142,382-52.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.32% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,806 | $4,650-39.7% | $3,674-23.6% | $4,299-34.7% |
| Participant deferral / active EE | $3,363 | $4,767-29.4% | $4,083-17.6% | $6,507-48.3% |
| Admin fee / account holder | $882 | $6,918-87.3% | $6,065-85.5% | $12,624-93.0% |