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 | $42,918 | $100,852-57.4% | $90,404-52.5% | $158,922-73.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 28.27% | 1724.20%-1695.9pp | 1293.02%-1264.7pp | 302.83%-274.6pp |
| Employer contribution / active EE | $4,083 | $3,689+10.7% | $3,262+25.2% | $4,761-14.3% |
| Participant deferral / active EE | $5,845 | $4,348+34.4% | $3,963+47.5% | $5,982-2.3% |
| Admin fee / account holder | $3,675 | $6,501-43.5% | $5,611-34.5% | $11,246-67.3% |