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 | $47,687 | $102,604-53.5% | $86,188-44.7% | $139,434-65.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 23.29% | 1922.51%-1899.2pp | 1168.45%-1145.2pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,057 | $3,032-32.2% | $2,380-13.6% | $4,751-56.7% |
| Participant deferral / active EE | $4,851 | $4,676+3.8% | $3,985+21.7% | $6,710-27.7% |
| Admin fee / account holder | $1,944 | $8,657-77.5% | $6,852-71.6% | $11,403-82.9% |