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 | $57,918 | $159,901-63.8% | $146,958-60.6% | $145,922-60.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 61.19% | 98.13%-36.9pp | 418.34%-357.1pp | 561.29%-500.1pp |
| Employer contribution / active EE | $2,915 | $5,286-44.9% | $4,933-40.9% | $4,660-37.4% |
| Participant deferral / active EE | $4,877 | $8,428-42.1% | $8,070-39.6% | $6,688-27.1% |
| Admin fee / account holder | $5,497 | $15,044-63.5% | $12,998-57.7% | $13,397-59.0% |