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 | $49,248 | $78,672-37.4% | $109,143-54.9% | $85,850-42.6% |
| Participation rate | 88.4% | 68.3%+20.1pp | 75.9%+12.5pp | 69.3%+19.1pp |
| Annual return | 95.83% | 25.09%+70.7pp | 25.75%+70.1pp | 318.53%-222.7pp |
| Employer contribution / active EE | $3,645 | $2,735+33.3% | $3,722-2.1% | $2,565+42.1% |
| Participant deferral / active EE | $1,856 | $3,467-46.5% | $4,653-60.1% | $3,952-53.0% |
| Admin fee / account holder | $708 | $5,469-87.1% | $6,752-89.5% | $6,260-88.7% |