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 | $64,912 | $105,181-38.3% | $159,436-59.3% | $85,850-24.4% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 32.20% | 45.07%-12.9pp | 263.57%-231.4pp | 318.53%-286.3pp |
| Employer contribution / active EE | $2,396 | $3,318-27.8% | $4,829-50.4% | $2,565-6.6% |
| Participant deferral / active EE | $3,850 | $5,945-35.2% | $7,352-47.6% | $3,952-2.6% |
| Admin fee / account holder | $5,364 | $6,933-22.6% | $10,799-50.3% | $6,260-14.3% |