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 | $23,842 | $138,065-82.7% | $123,544-80.7% | $135,375-82.4% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | 43.97% | 153.68%-109.7pp | 119.20%-75.2pp | 519.73%-475.8pp |
| Employer contribution / active EE | $2,115 | $5,151-58.9% | $4,628-54.3% | $4,779-55.7% |
| Participant deferral / active EE | $5,680 | $6,799-16.5% | $6,426-11.6% | $5,609+1.3% |
| Admin fee / account holder | $1,896 | $10,916-82.6% | $9,284-79.6% | $10,827-82.5% |