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 | $65,137 | $144,119-54.8% | $117,854-44.7% | $147,584-55.9% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 17.47% | 531.15%-513.7pp | 335.08%-317.6pp | 578.55%-561.1pp |
| Employer contribution / active EE | $12,440 | $4,896+154.1% | $3,786+228.6% | $4,876+155.1% |
| Participant deferral / active EE | $7,378 | $5,316+38.8% | $4,482+64.6% | $5,439+35.7% |
| Admin fee / account holder | $482 | $10,886-95.6% | $8,020-94.0% | $10,885-95.6% |