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 | $60,075 | $156,846-61.7% | $121,098-50.4% | $139,434-56.9% |
| Participation rate | 84.2% | 76.4%+7.8pp | 69.5%+14.7pp | 80.3%+3.9pp |
| Annual return | 14.52% | 1474.56%-1460.0pp | 985.75%-971.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,556 | $5,536-53.8% | $4,164-38.6% | $4,751-46.2% |
| Participant deferral / active EE | $2,739 | $4,844-43.4% | $4,080-32.9% | $6,710-59.2% |
| Admin fee / account holder | $1,696 | $6,946-75.6% | $5,644-70.0% | $11,403-85.1% |