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 | $69,322 | $97,757-29.1% | $83,848-17.3% | $135,375-48.8% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | 5.67% | 1287.37%-1281.7pp | 850.88%-845.2pp | 519.73%-514.1pp |
| Employer contribution / active EE | $3,529 | $4,222-16.4% | $3,631-2.8% | $4,779-26.1% |
| Participant deferral / active EE | $1,273 | $4,682-72.8% | $4,082-68.8% | $5,609-77.3% |
| Admin fee / account holder | $692 | $6,674-89.6% | $5,478-87.4% | $10,827-93.6% |