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 | $42,118 | $198,466-78.8% | $170,442-75.3% | $147,584-71.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 807.77% | 257.29%+550.5pp | 205.93%+601.8pp | 578.55%+229.2pp |
| Employer contribution / active EE | $2,290 | $6,184-63.0% | $5,433-57.9% | $4,876-53.0% |
| Participant deferral / active EE | $4,407 | $5,629-21.7% | $4,939-10.8% | $5,439-19.0% |
| Admin fee / account holder | $681 | $16,852-96.0% | $13,880-95.1% | $10,885-93.7% |