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 | $54,017 | $99,020-45.4% | $86,590-37.6% | $147,584-63.4% |
| Participation rate | 86.4% | 76.3%+10.0pp | 73.5%+12.8pp | 82.8%+3.5pp |
| Annual return | 14.60% | 1312.34%-1297.7pp | 964.84%-950.2pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,422 | $3,132-54.6% | $2,839-49.9% | $4,876-70.8% |
| Participant deferral / active EE | $4,661 | $3,972+17.3% | $3,609+29.2% | $5,439-14.3% |
| Admin fee / account holder | $1,518 | $5,710-73.4% | $4,906-69.1% | $10,885-86.1% |