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 | $57,457 | $144,119-60.1% | $117,854-51.2% | $147,584-61.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 20.28% | 531.15%-510.9pp | 335.08%-314.8pp | 578.55%-558.3pp |
| Employer contribution / active EE | $6,649 | $4,896+35.8% | $3,786+75.6% | $4,876+36.3% |
| Participant deferral / active EE | $11,848 | $5,316+122.9% | $4,482+164.4% | $5,439+117.9% |
| Admin fee / account holder | $7,500 | $10,886-31.1% | $8,020-6.5% | $10,885-31.1% |