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 | $60,635 | $99,020-38.8% | $86,590-30.0% | $147,584-58.9% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 13.70% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.9pp |
| Employer contribution / active EE | $6,082 | $3,132+94.2% | $2,839+114.2% | $4,876+24.7% |
| Participant deferral / active EE | $3,757 | $3,972-5.4% | $3,609+4.1% | $5,439-30.9% |
| Admin fee / account holder | $1,649 | $5,710-71.1% | $4,906-66.4% | $10,885-84.9% |