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 | $55,051 | $99,020-44.4% | $86,590-36.4% | $147,584-62.7% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 15.98% | 1312.34%-1296.4pp | 964.84%-948.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,140 | $3,132+32.2% | $2,839+45.8% | $4,876-15.1% |
| Participant deferral / active EE | $1,481 | $3,972-62.7% | $3,609-59.0% | $5,439-72.8% |
| Admin fee / account holder | $1,615 | $5,710-71.7% | $4,906-67.1% | $10,885-85.2% |