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 | $37,554 | $158,398-76.3% | $126,539-70.3% | $142,382-73.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.36% | 593.76%-580.4pp | 425.95%-412.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $987 | $4,650-78.8% | $3,674-73.1% | $4,299-77.0% |
| Participant deferral / active EE | $1,488 | $4,767-68.8% | $4,083-63.6% | $6,507-77.1% |
| Admin fee / account holder | $1,942 | $6,918-71.9% | $6,065-68.0% | $12,624-84.6% |