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 | $60,236 | $90,600-33.5% | $79,464-24.2% | $135,375-55.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 14.86% | 977.43%-962.6pp | 718.14%-703.3pp | 519.73%-504.9pp |
| Employer contribution / active EE | $2,034 | $3,068-33.7% | $2,800-27.4% | $4,779-57.4% |
| Participant deferral / active EE | $7,293 | $4,050+80.1% | $3,704+96.9% | $5,609+30.0% |
| Admin fee / account holder | $1,858 | $5,907-68.5% | $5,113-63.7% | $10,827-82.8% |