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 | $58,534 | $124,185-52.9% | $108,410-46.0% | $167,490-65.1% |
| Participation rate | 91.7% | 82.3%+9.4pp | 80.1%+11.5pp | 82.1%+9.6pp |
| Annual return | 12.32% | 1379.64%-1367.3pp | 905.27%-893.0pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,781 | $4,187-33.6% | $3,558-21.8% | $4,837-42.5% |
| Participant deferral / active EE | $2,707 | $6,908-60.8% | $6,563-58.8% | $6,341-57.3% |
| Admin fee / account holder | $1,026 | $9,455-89.1% | $7,295-85.9% | $12,309-91.7% |