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 | $57,630 | $144,119-60.0% | $117,854-51.1% | $147,584-61.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.73% | 531.15%-510.4pp | 335.08%-314.3pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,983 | $4,896-59.5% | $3,786-47.6% | $4,876-59.3% |
| Participant deferral / active EE | $6,633 | $5,316+24.8% | $4,482+48.0% | $5,439+22.0% |
| Admin fee / account holder | $1,108 | $10,886-89.8% | $8,020-86.2% | $10,885-89.8% |