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 | $51,114 | $185,200-72.4% | $142,863-64.2% | $167,490-69.5% |
| Participation rate | 94.7% | 78.4%+16.3pp | 71.9%+22.8pp | 82.1%+12.6pp |
| Annual return | 12.95% | 8555.70%-8542.7pp | 5637.54%-5624.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,555 | $5,604-72.3% | $4,144-62.5% | $4,837-67.9% |
| Participant deferral / active EE | $1,603 | $4,494-64.3% | $3,837-58.2% | $6,341-74.7% |
| Admin fee / account holder | $9,018 | $8,031+12.3% | $6,560+37.5% | $12,309-26.7% |