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 | $61,587 | $144,119-57.3% | $117,854-47.7% | $147,584-58.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.97% | 531.15%-517.2pp | 335.08%-321.1pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,336 | $4,896-72.7% | $3,786-64.7% | $4,876-72.6% |
| Participant deferral / active EE | $8,411 | $5,316+58.2% | $4,482+87.7% | $5,439+54.7% |
| Admin fee / account holder | $519 | $10,886-95.2% | $8,020-93.5% | $10,885-95.2% |