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 | $60,557 | $109,327-44.6% | $89,391-32.3% | $158,922-61.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.77% | 345.68%-324.9pp | 245.62%-224.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $4,379 | $3,170+38.1% | $2,586+69.3% | $4,761-8.0% |
| Participant deferral / active EE | $3,813 | $4,598-17.1% | $3,890-2.0% | $5,982-36.3% |
| Admin fee / account holder | $3,205 | $6,153-47.9% | $4,881-34.3% | $11,246-71.5% |