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 | $69,093 | $99,020-30.2% | $86,590-20.2% | $147,584-53.2% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 18.86% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,519 | $3,132+12.4% | $2,839+23.9% | $4,876-27.8% |
| Participant deferral / active EE | $2,750 | $3,972-30.8% | $3,609-23.8% | $5,439-49.4% |
| Admin fee / account holder | $1,048 | $5,710-81.6% | $4,906-78.6% | $10,885-90.4% |