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 | $62,708 | $99,020-36.7% | $86,590-27.6% | $147,584-57.5% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 26.35% | 1312.34%-1286.0pp | 964.84%-938.5pp | 578.55%-552.2pp |
| Employer contribution / active EE | $3,635 | $3,132+16.1% | $2,839+28.0% | $4,876-25.4% |
| Participant deferral / active EE | $7,257 | $3,972+82.7% | $3,609+101.1% | $5,439+33.4% |
| Admin fee / account holder | $2,592 | $5,710-54.6% | $4,906-47.2% | $10,885-76.2% |