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 | $50,536 | $85,766-41.1% | $136,294-62.9% | $70,131-27.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 27.11% | 31.45%-4.3pp | 5155.94%-5128.8pp | 73.14%-46.0pp |
| Employer contribution / active EE | $2,256 | $2,966-23.9% | $4,695-51.9% | $2,342-3.7% |
| Participant deferral / active EE | $5,869 | $5,051+16.2% | $6,247-6.1% | $3,332+76.1% |
| Admin fee / account holder | $3,786 | $5,420-30.2% | $9,243-59.0% | $4,645-18.5% |