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 | $76,265 | $210,648-63.8% | $177,989-57.2% | $145,922-47.7% |
| Participation rate | 95.5% | 80.8%+14.7pp | 77.1%+18.4pp | 80.3%+15.2pp |
| Annual return | 15.53% | 385.86%-370.3pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,249 | $4,565+15.0% | $3,949+32.9% | $4,660+12.7% |
| Participant deferral / active EE | $5,789 | $6,958-16.8% | $6,276-7.8% | $6,688-13.4% |
| Admin fee / account holder | $4,121 | $12,013-65.7% | $10,363-60.2% | $13,397-69.2% |