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 | $66,423 | $169,032-60.7% | $129,207-48.6% | $145,922-54.5% |
| Participation rate | 92.3% | 76.4%+15.9pp | 69.6%+22.7pp | 80.3%+12.0pp |
| Annual return | 10.32% | 14330.11%-14319.8pp | 9417.33%-9407.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,335 | $5,537-57.8% | $4,153-43.8% | $4,660-49.9% |
| Participant deferral / active EE | $3,766 | $4,987-24.5% | $4,168-9.6% | $6,688-43.7% |
| Admin fee / account holder | $1,079 | $9,954-89.2% | $7,715-86.0% | $13,397-91.9% |