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 | $51,655 | $138,065-62.6% | $123,544-58.2% | $135,375-61.8% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | 17.26% | 153.68%-136.4pp | 119.20%-101.9pp | 519.73%-502.5pp |
| Employer contribution / active EE | $3,865 | $5,151-25.0% | $4,628-16.5% | $4,779-19.1% |
| Participant deferral / active EE | $6,798 | $6,7990% | $6,426+5.8% | $5,609+21.2% |
| Admin fee / account holder | $6,168 | $10,916-43.5% | $9,284-33.6% | $10,827-43.0% |