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 | $51,866 | $108,919-52.4% | $100,391-48.3% | $145,922-64.5% |
| Participation rate | 78.6% | 82.9%-4.4pp | 81.5%-2.9pp | 80.3%-1.7pp |
| Annual return | 49.09% | 57.88%-8.8pp | 49.20%-0.1pp | 561.29%-512.2pp |
| Employer contribution / active EE | $4,082 | $4,419-7.6% | $3,942+3.6% | $4,660-12.4% |
| Participant deferral / active EE | $7,629 | $8,445-9.7% | $8,082-5.6% | $6,688+14.1% |
| Admin fee / account holder | $4,570 | $9,689-52.8% | $7,899-42.1% | $13,397-65.9% |