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 | $60,965 | $144,119-57.7% | $117,854-48.3% | $147,584-58.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.02% | 531.15%-510.1pp | 335.08%-314.1pp | 578.55%-557.5pp |
| Employer contribution / active EE | $3,674 | $4,896-25.0% | $3,786-3.0% | $4,876-24.6% |
| Participant deferral / active EE | $8,721 | $5,316+64.1% | $4,482+94.6% | $5,439+60.3% |
| Admin fee / account holder | $2,280 | $10,886-79.1% | $8,020-71.6% | $10,885-79.1% |