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 | $57,831 | $79,171-27.0% | $102,423-43.5% | $74,495-22.4% |
| Participation rate | 92.9% | 74.8%+18.1pp | 76.5%+16.4pp | 67.2%+25.7pp |
| Annual return | 75.52% | 54.93%+20.6pp | 29.32%+46.2pp | 1364.94%-1289.4pp |
| Employer contribution / active EE | $1,550 | $2,362-34.4% | $3,023-48.7% | $2,623-40.9% |
| Participant deferral / active EE | $10,484 | $4,415+137.5% | $5,053+107.5% | $4,346+141.3% |
| Admin fee / account holder | $3,595 | $2,001+79.7% | $9,451-62.0% | $1,942+85.1% |