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 | $60,245 | $97,757-38.4% | $83,848-28.1% | $135,375-55.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 58.62% | 1287.37%-1228.8pp | 850.88%-792.3pp | 519.73%-461.1pp |
| Employer contribution / active EE | $1,320 | $4,222-68.7% | $3,631-63.6% | $4,779-72.4% |
| Participant deferral / active EE | $5,756 | $4,682+22.9% | $4,082+41.0% | $5,609+2.6% |
| Admin fee / account holder | $1,497 | $6,674-77.6% | $5,478-72.7% | $10,827-86.2% |