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 | $28,578 | $99,020-71.1% | $86,590-67.0% | $147,584-80.6% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 8.87% | 1312.34%-1303.5pp | 964.84%-956.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $3,127 | $3,132-0.2% | $2,839+10.1% | $4,876-35.9% |
| Participant deferral / active EE | $3,552 | $3,972-10.6% | $3,609-1.6% | $5,439-34.7% |
| Admin fee / account holder | $630 | $5,710-89.0% | $4,906-87.2% | $10,885-94.2% |