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 | $72,838 | $158,398-54.0% | $126,539-42.4% | $142,382-48.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 14.63% | 593.76%-579.1pp | 425.95%-411.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,683 | $4,650-63.8% | $3,674-54.2% | $4,299-60.9% |
| Participant deferral / active EE | $3,811 | $4,767-20.1% | $4,083-6.7% | $6,507-41.4% |
| Admin fee / account holder | $321 | $6,918-95.4% | $6,065-94.7% | $12,624-97.5% |