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 | $39,837 | $109,982-63.8% | $97,226-59.0% | $145,922-72.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 11.25% | 242.90%-231.7pp | 75.13%-63.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,984 | $3,084-3.2% | $2,729+9.4% | $4,660-36.0% |
| Participant deferral / active EE | $6,046 | $4,676+29.3% | $4,264+41.8% | $6,688-9.6% |
| Admin fee / account holder | $651 | $6,221-89.5% | $5,654-88.5% | $13,397-95.1% |