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 | $53,568 | $165,984-67.7% | $164,813-67.5% | $145,922-63.3% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 9.82% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,050 | $5,273-42.2% | $4,341-29.7% | $4,660-34.5% |
| Participant deferral / active EE | $4,413 | $6,959-36.6% | $6,031-26.8% | $6,688-34.0% |
| Admin fee / account holder | $385 | $16,648-97.7% | $12,690-97.0% | $13,397-97.1% |