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 | $52,520 | $210,648-75.1% | $177,989-70.5% | $145,922-64.0% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 9.44% | 385.86%-376.4pp | 294.48%-285.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,594 | $4,565-65.1% | $3,949-59.6% | $4,660-65.8% |
| Participant deferral / active EE | $6,841 | $6,958-1.7% | $6,276+9.0% | $6,688+2.3% |
| Admin fee / account holder | $7,458 | $12,013-37.9% | $10,363-28.0% | $13,397-44.3% |