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 | $28,980 | $175,202-83.5% | $149,673-80.6% | $139,434-79.2% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 19.16% | 166.71%-147.5pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,415 | $5,474-55.9% | $4,818-49.9% | $4,751-49.2% |
| Participant deferral / active EE | $2,765 | $6,519-57.6% | $5,680-51.3% | $6,710-58.8% |
| Admin fee / account holder | $1,084 | $16,150-93.3% | $13,210-91.8% | $11,403-90.5% |