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 | $42,811 | $85,766-50.1% | $136,294-68.6% | $70,131-39.0% |
| Participation rate | 77.9% | 74.2%+3.8pp | 81.9%-4.0pp | 69.5%+8.4pp |
| Annual return | 51.06% | 31.45%+19.6pp | 5155.94%-5104.9pp | 73.14%-22.1pp |
| Employer contribution / active EE | $1,974 | $2,966-33.5% | $4,695-58.0% | $2,342-15.7% |
| Participant deferral / active EE | $7,919 | $5,051+56.8% | $6,247+26.8% | $3,332+137.7% |
| Admin fee / account holder | $5,788 | $5,420+6.8% | $9,243-37.4% | $4,645+24.6% |