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 | $43,885 | $100,041-56.1% | $149,718-70.7% | $70,131-37.4% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.1%+10.2pp | 69.5%+27.8pp |
| Annual return | 80.23% | 27.43%+52.8pp | 1501.63%-1421.4pp | 73.14%+7.1pp |
| Employer contribution / active EE | $1,497 | $3,662-59.1% | $5,445-72.5% | $2,342-36.1% |
| Participant deferral / active EE | $5,429 | $4,983+9.0% | $6,569-17.3% | $3,332+63.0% |
| Admin fee / account holder | $2,144 | $8,286-74.1% | $11,283-81.0% | $4,645-53.8% |