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 | $45,920 | $85,202-46.1% | $172,739-73.4% | $72,985-37.1% |
| Participation rate | 73.6% | 70.1%+3.5pp | 82.6%-9.1pp | 69.5%+4.1pp |
| Annual return | 26.89% | 27.32%-0.4pp | 802.84%-776.0pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,885 | $3,324-43.3% | $5,143-63.3% | $2,440-22.7% |
| Participant deferral / active EE | $3,625 | $3,260+11.2% | $5,198-30.3% | $3,607+0.5% |
| Admin fee / account holder | $1,711 | $5,884-70.9% | $13,954-87.7% | $5,124-66.6% |