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 | $49,170 | $108,919-54.9% | $100,391-51.0% | $145,922-66.3% |
| Participation rate | 93.8% | 82.9%+10.8pp | 81.5%+12.3pp | 80.3%+13.5pp |
| Annual return | 12.24% | 57.88%-45.6pp | 49.20%-37.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,297 | $4,419-48.0% | $3,942-41.7% | $4,660-50.7% |
| Participant deferral / active EE | $4,047 | $8,445-52.1% | $8,082-49.9% | $6,688-39.5% |
| Admin fee / account holder | $2,823 | $9,689-70.9% | $7,899-64.3% | $13,397-78.9% |