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 | $62,440 | $99,020-36.9% | $86,590-27.9% | $147,584-57.7% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 17.61% | 1312.34%-1294.7pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,543 | $3,132+13.1% | $2,839+24.8% | $4,876-27.3% |
| Participant deferral / active EE | $9,935 | $3,972+150.1% | $3,609+175.3% | $5,439+82.7% |
| Admin fee / account holder | $6,717 | $5,710+17.6% | $4,906+36.9% | $10,885-38.3% |