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 | $50,179 | $185,200-72.9% | $142,863-64.9% | $167,490-70.0% |
| Participation rate | 90.9% | 78.4%+12.5pp | 71.9%+19.0pp | 82.1%+8.8pp |
| Annual return | 28.45% | 8555.70%-8527.2pp | 5637.54%-5609.1pp | 478.56%-450.1pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,282 | $4,494+84.3% | $3,837+115.8% | $6,341+30.6% |
| Admin fee / account holder | $443 | $8,031-94.5% | $6,560-93.3% | $12,309-96.4% |