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 | $149,125 | $97,757+52.5% | $83,848+77.9% | $135,375+10.2% |
| Participation rate | 79.2% | 80.0%-0.8pp | 76.1%+3.0pp | 82.6%-3.5pp |
| Annual return | 7.82% | 1287.37%-1279.6pp | 850.88%-843.1pp | 519.73%-511.9pp |
| Employer contribution / active EE | $2,500 | $4,222-40.8% | $3,631-31.1% | $4,779-47.7% |
| Participant deferral / active EE | $3,867 | $4,682-17.4% | $4,082-5.3% | $5,609-31.0% |
| Admin fee / account holder | $550 | $6,674-91.8% | $5,478-90.0% | $10,827-94.9% |