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 | $43,304 | $97,757-55.7% | $83,848-48.4% | $135,375-68.0% |
| Participation rate | 89.5% | 80.0%+9.5pp | 76.1%+13.3pp | 82.6%+6.8pp |
| Annual return | 8.69% | 1287.37%-1278.7pp | 850.88%-842.2pp | 519.73%-511.0pp |
| Employer contribution / active EE | $1,208 | $4,222-71.4% | $3,631-66.7% | $4,779-74.7% |
| Participant deferral / active EE | $1,444 | $4,682-69.2% | $4,082-64.6% | $5,609-74.3% |
| Admin fee / account holder | $3,424 | $6,674-48.7% | $5,478-37.5% | $10,827-68.4% |