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 | $76,997 | $56,199+37.0% | $67,652+13.8% | $59,632+29.1% |
| Participation rate | 93.2% | 71.5%+21.7pp | 75.7%+17.5pp | 68.7%+24.5pp |
| Annual return | 4.40% | 18505.31%-18500.9pp | 6625.04%-6620.6pp | 2041.28%-2036.9pp |
| Employer contribution / active EE | $763 | $1,614-52.8% | $2,266-66.3% | $2,203-65.4% |
| Participant deferral / active EE | $5,195 | $2,844+82.7% | $3,560+45.9% | $3,192+62.8% |
| Admin fee / account holder | $2,976 | $3,958-24.8% | $4,821-38.3% | $4,297-30.7% |