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 | $59,658 | $99,020-39.8% | $86,590-31.1% | $147,584-59.6% |
| Participation rate | 95.5% | 76.3%+19.1pp | 73.5%+21.9pp | 82.8%+12.6pp |
| Annual return | 29.32% | 1312.34%-1283.0pp | 964.84%-935.5pp | 578.55%-549.2pp |
| Employer contribution / active EE | $1,765 | $3,132-43.7% | $2,839-37.9% | $4,876-63.8% |
| Participant deferral / active EE | $5,169 | $3,972+30.1% | $3,609+43.2% | $5,439-5.0% |
| Admin fee / account holder | $1,727 | $5,710-69.8% | $4,906-64.8% | $10,885-84.1% |