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 | $57,831 | $79,184-27.0% | $102,438-43.5% | $74,546-22.4% |
| Participation rate | 92.9% | 74.8%+18.2pp | 76.5%+16.4pp | 67.2%+25.7pp |
| Annual return | 75.52% | 54.95%+20.6pp | 29.37%+46.1pp | 1366.03%-1290.5pp |
| Employer contribution / active EE | $1,550 | $2,362-34.4% | $3,024-48.7% | $2,624-40.9% |
| Participant deferral / active EE | $10,484 | $4,414+137.5% | $5,054+107.5% | $4,347+141.2% |
| Admin fee / account holder | $3,595 | $2,001+79.6% | $9,448-62.0% | $1,944+85.0% |