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 | $62,233 | $98,240-36.7% | $82,313-24.4% | $147,584-57.8% |
| Participation rate | 95.7% | 79.7%+15.9pp | 76.9%+18.8pp | 82.8%+12.8pp |
| Annual return | 49.98% | 30.85%+19.1pp | 25.88%+24.1pp | 578.55%-528.6pp |
| Employer contribution / active EE | $2,928 | $3,192-8.3% | $2,428+20.6% | $4,876-39.9% |
| Participant deferral / active EE | $5,378 | $4,383+22.7% | $3,706+45.1% | $5,439-1.1% |
| Admin fee / account holder | $3,693 | $8,563-56.9% | $5,608-34.1% | $10,885-66.1% |