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 | $52,077 | $90,503-42.5% | $78,689-33.8% | $273,961-81.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 332.14% | 75.60%+256.5pp | 62.18%+270.0pp | 41.45%+290.7pp |
| Employer contribution / active EE | $5,674 | $3,176+78.7% | $2,851+99.0% | $4,869+16.5% |
| Participant deferral / active EE | $10,719 | $3,901+174.8% | $3,517+204.8% | $5,287+102.7% |
| Admin fee / account holder | $1,708 | $5,263-67.5% | $4,510-62.1% | $10,132-83.1% |