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 | $41,342 | $144,119-71.3% | $117,854-64.9% | $147,584-72.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 19.17% | 531.15%-512.0pp | 335.08%-315.9pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,686 | $4,896-45.1% | $3,786-29.1% | $4,876-44.9% |
| Participant deferral / active EE | $6,919 | $5,316+30.2% | $4,482+54.4% | $5,439+27.2% |
| Admin fee / account holder | $946 | $10,886-91.3% | $8,020-88.2% | $10,885-91.3% |