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 | $46,708 | $156,846-70.2% | $121,098-61.4% | $139,434-66.5% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.5%+8.3pp | 80.3%-2.5pp |
| Annual return | 23.37% | 1474.56%-1451.2pp | 985.75%-962.4pp | 372.94%-349.6pp |
| Employer contribution / active EE | $5,128 | $5,536-7.4% | $4,164+23.2% | $4,751+7.9% |
| Participant deferral / active EE | $5,664 | $4,844+16.9% | $4,080+38.8% | $6,710-15.6% |
| Admin fee / account holder | $770 | $6,946-88.9% | $5,644-86.4% | $11,403-93.2% |