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 | $49,591 | $90,600-45.3% | $79,464-37.6% | $135,375-63.4% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 5.67% | 977.43%-971.8pp | 718.14%-712.5pp | 519.73%-514.1pp |
| Employer contribution / active EE | $4,622 | $3,068+50.7% | $2,800+65.1% | $4,779-3.3% |
| Participant deferral / active EE | $8,179 | $4,050+101.9% | $3,704+120.8% | $5,609+45.8% |
| Admin fee / account holder | $12,389 | $5,907+109.7% | $5,113+142.3% | $10,827+14.4% |