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 | $57,295 | $105,181-45.5% | $159,436-64.1% | $85,850-33.3% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.8%+4.4pp | 69.3%+17.9pp |
| Annual return | 45.90% | 45.07%+0.8pp | 263.57%-217.7pp | 318.53%-272.6pp |
| Employer contribution / active EE | $4,422 | $3,318+33.3% | $4,829-8.4% | $2,565+72.4% |
| Participant deferral / active EE | $12,996 | $5,945+118.6% | $7,352+76.8% | $3,952+228.9% |
| Admin fee / account holder | $2,987 | $6,933-56.9% | $10,799-72.3% | $6,260-52.3% |