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 | $55,780 | $99,020-43.7% | $86,590-35.6% | $147,584-62.2% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 15.69% | 1312.34%-1296.6pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,052 | $3,132-34.5% | $2,839-27.7% | $4,876-57.9% |
| Participant deferral / active EE | $3,859 | $3,972-2.9% | $3,609+6.9% | $5,439-29.0% |
| Admin fee / account holder | $974 | $5,710-82.9% | $4,906-80.1% | $10,885-91.0% |