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 | $37,746 | $99,020-61.9% | $86,590-56.4% | $147,584-74.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.42% | 1312.34%-1290.9pp | 964.84%-943.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $3,758 | $3,132+20.0% | $2,839+32.3% | $4,876-22.9% |
| Participant deferral / active EE | $5,752 | $3,972+44.8% | $3,609+59.4% | $5,439+5.8% |
| Admin fee / account holder | $7,781 | $5,710+36.3% | $4,906+58.6% | $10,885-28.5% |