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 | $69,264 | $210,648-67.1% | $177,989-61.1% | $145,922-52.5% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 10.76% | 385.86%-375.1pp | 294.48%-283.7pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,107 | $4,565-53.9% | $3,949-46.7% | $4,660-54.8% |
| Participant deferral / active EE | $5,821 | $6,958-16.3% | $6,276-7.3% | $6,688-13.0% |
| Admin fee / account holder | $2,063 | $12,013-82.8% | $10,363-80.1% | $13,397-84.6% |