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 | $47,752 | $144,119-66.9% | $117,854-59.5% | $147,584-67.6% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 24.79% | 531.15%-506.4pp | 335.08%-310.3pp | 578.55%-553.8pp |
| Employer contribution / active EE | $8,458 | $4,896+72.7% | $3,786+123.4% | $4,876+73.5% |
| Participant deferral / active EE | $4,567 | $5,316-14.1% | $4,482+1.9% | $5,439-16.0% |
| Admin fee / account holder | $1,101 | $10,886-89.9% | $8,020-86.3% | $10,885-89.9% |