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 | $60,458 | $99,020-38.9% | $86,590-30.2% | $147,584-59.0% |
| Participation rate | 91.3% | 76.3%+15.0pp | 73.5%+17.8pp | 82.8%+8.5pp |
| Annual return | 24.21% | 1312.34%-1288.1pp | 964.84%-940.6pp | 578.55%-554.3pp |
| Employer contribution / active EE | $844 | $3,132-73.1% | $2,839-70.3% | $4,876-82.7% |
| Participant deferral / active EE | $4,220 | $3,972+6.2% | $3,609+16.9% | $5,439-22.4% |
| Admin fee / account holder | $1,216 | $5,710-78.7% | $4,906-75.2% | $10,885-88.8% |