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 | $38,108 | $57,281-33.5% | $86,612-56.0% | $75,163-49.3% |
| Participation rate | 82.7% | 63.2%+19.5pp | 71.7%+11.0pp | 67.2%+15.5pp |
| Annual return | 20.25% | 2670.75%-2650.5pp | 591.07%-570.8pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,959 | $2,314-15.3% | $3,022-35.2% | $2,670-26.6% |
| Participant deferral / active EE | $4,521 | $3,318+36.3% | $4,438+1.9% | $4,125+9.6% |
| Admin fee / account holder | $5,049 | $4,112+22.8% | $5,614-10.1% | $5,651-10.7% |