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 | $89,221 | $156,846-43.1% | $121,098-26.3% | $139,434-36.0% |
| Participation rate | 95.2% | 76.4%+18.8pp | 69.5%+25.8pp | 80.3%+14.9pp |
| Annual return | 17.27% | 1474.56%-1457.3pp | 985.75%-968.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,968 | $5,536-64.4% | $4,164-52.7% | $4,751-58.6% |
| Participant deferral / active EE | $3,209 | $4,844-33.8% | $4,080-21.3% | $6,710-52.2% |
| Admin fee / account holder | $3,777 | $6,946-45.6% | $5,644-33.1% | $11,403-66.9% |