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 | $47,667 | $138,044-65.5% | $125,339-62.0% | $134,475-64.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | 20.50% | 750.33%-729.8pp | 572.05%-551.6pp | 417.96%-397.5pp |
| Employer contribution / active EE | $6,509 | $5,243+24.1% | $4,814+35.2% | $4,740+37.3% |
| Participant deferral / active EE | $5,728 | $7,799-26.6% | $7,446-23.1% | $6,400-10.5% |
| Admin fee / account holder | $1,523 | $11,571-86.8% | $10,010-84.8% | $11,426-86.7% |