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 | $75,477 | $144,119-47.6% | $117,854-36.0% | $147,584-48.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.19% | 531.15%-509.0pp | 335.08%-312.9pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,964 | $4,896-39.5% | $3,786-21.7% | $4,876-39.2% |
| Participant deferral / active EE | $4,906 | $5,316-7.7% | $4,482+9.5% | $5,439-9.8% |
| Admin fee / account holder | $482 | $10,886-95.6% | $8,020-94.0% | $10,885-95.6% |