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 | $25,355 | $156,846-83.8% | $121,098-79.1% | $139,434-81.8% |
| Participation rate | 95.8% | 76.4%+19.4pp | 69.5%+26.3pp | 80.3%+15.5pp |
| Annual return | 17.04% | 1474.56%-1457.5pp | 985.75%-968.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,509 | $5,536-54.7% | $4,164-39.8% | $4,751-47.2% |
| Participant deferral / active EE | $9,332 | $4,844+92.6% | $4,080+128.8% | $6,710+39.1% |
| Admin fee / account holder | $1,537 | $6,946-77.9% | $5,644-72.8% | $11,403-86.5% |