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 | $69,599 | $144,119-51.7% | $117,854-40.9% | $147,584-52.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 25.34% | 531.15%-505.8pp | 335.08%-309.7pp | 578.55%-553.2pp |
| Employer contribution / active EE | $3,026 | $4,896-38.2% | $3,786-20.1% | $4,876-37.9% |
| Participant deferral / active EE | $8,186 | $5,316+54.0% | $4,482+82.7% | $5,439+50.5% |
| Admin fee / account holder | $600 | $10,886-94.5% | $8,020-92.5% | $10,885-94.5% |