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 | $31,216 | $85,202-63.4% | $172,739-81.9% | $72,985-57.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 35.62% | 27.32%+8.3pp | 802.84%-767.2pp | 81.00%-45.4pp |
| Employer contribution / active EE | $2,338 | $3,324-29.7% | $5,143-54.5% | $2,440-4.2% |
| Participant deferral / active EE | $5,185 | $3,260+59.0% | $5,198-0.2% | $3,607+43.7% |
| Admin fee / account holder | $541 | $5,884-90.8% | $13,954-96.1% | $5,124-89.4% |