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 | $88,942 | $158,398-43.8% | $126,539-29.7% | $142,382-37.5% |
| Participation rate | 89.5% | 75.8%+13.7pp | 69.8%+19.7pp | 80.1%+9.4pp |
| Annual return | 15.52% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,920 | $4,650-15.7% | $3,674+6.7% | $4,299-8.8% |
| Participant deferral / active EE | $11,384 | $4,767+138.8% | $4,083+178.8% | $6,507+74.9% |
| Admin fee / account holder | $5,701 | $6,918-17.6% | $6,065-6.0% | $12,624-54.8% |