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 | $53,575 | $99,020-45.9% | $86,590-38.1% | $147,584-63.7% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 21.69% | 1312.34%-1290.6pp | 964.84%-943.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $934 | $3,132-70.2% | $2,839-67.1% | $4,876-80.8% |
| Participant deferral / active EE | $3,870 | $3,972-2.6% | $3,609+7.2% | $5,439-28.8% |
| Admin fee / account holder | $751 | $5,710-86.9% | $4,906-84.7% | $10,885-93.1% |