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 | $57,931 | $78,672-26.4% | $109,143-46.9% | $85,850-32.5% |
| Participation rate | 78.5% | 68.3%+10.2pp | 75.9%+2.6pp | 69.3%+9.2pp |
| Annual return | 466.25% | 25.09%+441.2pp | 25.75%+440.5pp | 318.53%+147.7pp |
| Employer contribution / active EE | $727 | $2,735-73.4% | $3,722-80.5% | $2,565-71.6% |
| Participant deferral / active EE | $2,317 | $3,467-33.2% | $4,653-50.2% | $3,952-41.4% |
| Admin fee / account holder | $5,125 | $5,469-6.3% | $6,752-24.1% | $6,260-18.1% |