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 | $48,768 | $108,919-55.2% | $100,391-51.4% | $145,922-66.6% |
| Participation rate | 94.4% | 82.9%+11.5pp | 81.5%+13.0pp | 80.3%+14.2pp |
| Annual return | 12.17% | 57.88%-45.7pp | 49.20%-37.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,789 | $4,419+8.4% | $3,942+21.5% | $4,660+2.8% |
| Participant deferral / active EE | $6,037 | $8,445-28.5% | $8,082-25.3% | $6,688-9.7% |
| Admin fee / account holder | $315 | $9,689-96.7% | $7,899-96.0% | $13,397-97.6% |