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 | $78,407 | $99,020-20.8% | $86,590-9.5% | $147,584-46.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.72% | 1312.34%-1300.6pp | 964.84%-953.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,953 | $3,132-37.7% | $2,839-31.2% | $4,876-60.0% |
| Participant deferral / active EE | $8,495 | $3,972+113.9% | $3,609+135.4% | $5,439+56.2% |
| Admin fee / account holder | $329 | $5,710-94.2% | $4,906-93.3% | $10,885-97.0% |