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 | $27,906 | $102,966-72.9% | $90,281-69.1% | $152,861-81.7% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 138.52% | 95.16%+43.4pp | 78.10%+60.4pp | 345.32%-206.8pp |
| Employer contribution / active EE | $3,762 | $3,139+19.9% | $2,854+31.8% | $4,762-21.0% |
| Participant deferral / active EE | $5,468 | $4,281+27.7% | $3,885+40.7% | $5,850-6.5% |
| Admin fee / account holder | $1,707 | $6,171-72.3% | $5,351-68.1% | $11,596-85.3% |