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 | $58,021 | $85,202-31.9% | $172,739-66.4% | $72,985-20.5% |
| Participation rate | 82.4% | 70.1%+12.3pp | 82.6%-0.3pp | 69.5%+12.9pp |
| Annual return | 24.49% | 27.32%-2.8pp | 802.84%-778.4pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,000 | $3,324-9.7% | $5,143-41.7% | $2,440+23.0% |
| Participant deferral / active EE | $5,641 | $3,260+73.0% | $5,198+8.5% | $3,607+56.4% |
| Admin fee / account holder | $2,811 | $5,884-52.2% | $13,954-79.9% | $5,124-45.1% |