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 | $67,432 | $202,318-66.7% | $172,739-61.0% | $152,861-55.9% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 23.24% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,197 | $5,856-62.5% | $5,143-57.3% | $4,762-53.9% |
| Participant deferral / active EE | $4,312 | $5,948-27.5% | $5,198-17.0% | $5,850-26.3% |
| Admin fee / account holder | $2,719 | $17,109-84.1% | $13,954-80.5% | $11,596-76.6% |