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 | $65,673 | $158,398-58.5% | $126,539-48.1% | $142,382-53.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.49% | 593.76%-580.3pp | 425.95%-412.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,454 | $4,650-68.7% | $3,674-60.4% | $4,299-66.2% |
| Participant deferral / active EE | $2,448 | $4,767-48.6% | $4,083-40.0% | $6,507-62.4% |
| Admin fee / account holder | $1,895 | $6,918-72.6% | $6,065-68.8% | $12,624-85.0% |