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 | $71,091 | $99,020-28.2% | $86,590-17.9% | $147,584-51.8% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 56.57% | 1312.34%-1255.8pp | 964.84%-908.3pp | 578.55%-522.0pp |
| Employer contribution / active EE | $2,548 | $3,132-18.6% | $2,839-10.3% | $4,876-47.7% |
| Participant deferral / active EE | $8,701 | $3,972+119.1% | $3,609+141.1% | $5,439+60.0% |
| Admin fee / account holder | $316 | $5,710-94.5% | $4,906-93.6% | $10,885-97.1% |