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 | $75,964 | $210,648-63.9% | $177,989-57.3% | $145,922-47.9% |
| Participation rate | 94.1% | 80.8%+13.4pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 17.50% | 385.86%-368.4pp | 294.48%-277.0pp | 561.29%-543.8pp |
| Employer contribution / active EE | $5,895 | $4,565+29.1% | $3,949+49.3% | $4,660+26.5% |
| Participant deferral / active EE | $1,645 | $6,958-76.4% | $6,276-73.8% | $6,688-75.4% |
| Admin fee / account holder | $2,356 | $12,013-80.4% | $10,363-77.3% | $13,397-82.4% |