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 | $43,484 | $138,065-68.5% | $123,544-64.8% | $135,375-67.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.61% | 153.68%-148.1pp | 119.20%-113.6pp | 519.73%-514.1pp |
| Employer contribution / active EE | $2,273 | $5,151-55.9% | $4,628-50.9% | $4,779-52.4% |
| Participant deferral / active EE | $6,921 | $6,799+1.8% | $6,426+7.7% | $5,609+23.4% |
| Admin fee / account holder | $2,626 | $10,916-75.9% | $9,284-71.7% | $10,827-75.7% |