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 | $75,099 | $202,318-62.9% | $172,739-56.5% | $152,861-50.9% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 24.78% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,444 | $5,856-58.3% | $5,143-52.5% | $4,762-48.7% |
| Participant deferral / active EE | $3,802 | $5,948-36.1% | $5,198-26.9% | $5,850-35.0% |
| Admin fee / account holder | $3,558 | $17,109-79.2% | $13,954-74.5% | $11,596-69.3% |