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 | $50,436 | $144,119-65.0% | $117,854-57.2% | $147,584-65.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 20.91% | 531.15%-510.2pp | 335.08%-314.2pp | 578.55%-557.6pp |
| Employer contribution / active EE | $4,619 | $4,896-5.7% | $3,786+22.0% | $4,876-5.3% |
| Participant deferral / active EE | $10,257 | $5,316+93.0% | $4,482+128.9% | $5,439+88.6% |
| Admin fee / account holder | $319 | $10,886-97.1% | $8,020-96.0% | $10,885-97.1% |