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 | $53,009 | $99,020-46.5% | $86,590-38.8% | $147,584-64.1% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 12.41% | 1312.34%-1299.9pp | 964.84%-952.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,496 | $3,132-20.3% | $2,839-12.1% | $4,876-48.8% |
| Participant deferral / active EE | $4,727 | $3,972+19.0% | $3,609+31.0% | $5,439-13.1% |
| Admin fee / account holder | $1,531 | $5,710-73.2% | $4,906-68.8% | $10,885-85.9% |