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 | $79,760 | $99,020-19.5% | $86,590-7.9% | $147,584-46.0% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 28.00% | 1312.34%-1284.3pp | 964.84%-936.8pp | 578.55%-550.5pp |
| Employer contribution / active EE | $4,325 | $3,132+38.1% | $2,839+52.3% | $4,876-11.3% |
| Participant deferral / active EE | $4,535 | $3,972+14.2% | $3,609+25.7% | $5,439-16.6% |
| Admin fee / account holder | $3,303 | $5,710-42.2% | $4,906-32.7% | $10,885-69.7% |