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 | $84,872 | $144,119-41.1% | $117,854-28.0% | $147,584-42.5% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 10.42% | 531.15%-520.7pp | 335.08%-324.7pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,791 | $4,896-43.0% | $3,786-26.3% | $4,876-42.8% |
| Participant deferral / active EE | $4,993 | $5,316-6.1% | $4,482+11.4% | $5,439-8.2% |
| Admin fee / account holder | $637 | $10,886-94.2% | $8,020-92.1% | $10,885-94.2% |