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 | $54,701 | $210,648-74.0% | $177,989-69.3% | $145,922-62.5% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 11.42% | 385.86%-374.4pp | 294.48%-283.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,461 | $4,565-46.1% | $3,949-37.7% | $4,660-47.2% |
| Participant deferral / active EE | $4,620 | $6,958-33.6% | $6,276-26.4% | $6,688-30.9% |
| Admin fee / account holder | $333 | $12,013-97.2% | $10,363-96.8% | $13,397-97.5% |