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 | $50,376 | $138,044-63.5% | $125,339-59.8% | $134,475-62.5% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | 3.28% | 750.33%-747.0pp | 572.05%-568.8pp | 417.96%-414.7pp |
| Employer contribution / active EE | $2,358 | $5,243-55.0% | $4,814-51.0% | $4,740-50.2% |
| Participant deferral / active EE | $3,974 | $7,799-49.0% | $7,446-46.6% | $6,400-37.9% |
| Admin fee / account holder | $1,145 | $11,571-90.1% | $10,010-88.6% | $11,426-90.0% |