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 | $50,249 | $159,901-68.6% | $146,958-65.8% | $145,922-65.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.07% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,358 | $5,286-74.3% | $4,933-72.5% | $4,660-70.9% |
| Participant deferral / active EE | $4,490 | $8,428-46.7% | $8,070-44.4% | $6,688-32.9% |
| Admin fee / account holder | $3,442 | $15,044-77.1% | $12,998-73.5% | $13,397-74.3% |