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 | $48,941 | $56,053-12.7% | $75,972-35.6% | $80,856-39.5% |
| Participation rate | 76.3% | 62.0%+14.2pp | 69.1%+7.2pp | 67.6%+8.6pp |
| Annual return | 169.90% | 20.53%+149.4pp | 359.55%-189.7pp | 35.59%+134.3pp |
| Employer contribution / active EE | $726 | $1,874-61.2% | $2,685-72.9% | $2,755-73.6% |
| Participant deferral / active EE | $1,575 | $3,052-48.4% | $4,255-63.0% | $4,296-63.3% |
| Admin fee / account holder | $2,355 | $5,234-55.0% | $6,467-63.6% | $6,918-66.0% |