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 | $54,881 | $57,281-4.2% | $86,612-36.6% | $75,163-27.0% |
| Participation rate | 93.9% | 63.2%+30.7pp | 71.7%+22.2pp | 67.2%+26.7pp |
| Annual return | 16.65% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,351 | $2,314+1.6% | $3,022-22.2% | $2,670-11.9% |
| Participant deferral / active EE | $5,369 | $3,318+61.8% | $4,438+21.0% | $4,125+30.2% |
| Admin fee / account holder | $508 | $4,112-87.6% | $5,614-91.0% | $5,651-91.0% |