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 | $42,352 | $149,040-71.6% | $120,225-64.8% | $137,256-69.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.42% | 605.68%-590.3pp | 439.23%-423.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,155 | $4,350-4.5% | $3,475+19.6% | $4,1560% |
| Participant deferral / active EE | $8,993 | $4,655+93.2% | $3,999+124.9% | $6,407+40.4% |
| Admin fee / account holder | $1,133 | $6,348-82.1% | $5,696-80.1% | $12,270-90.8% |