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 | $35,912 | $202,318-82.2% | $172,739-79.2% | $152,861-76.5% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 24.67% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,762 | $5,856-69.9% | $5,143-65.7% | $4,762-63.0% |
| Participant deferral / active EE | $3,290 | $5,948-44.7% | $5,198-36.7% | $5,850-43.8% |
| Admin fee / account holder | $4,783 | $17,109-72.0% | $13,954-65.7% | $11,596-58.8% |