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 | $88,740 | $105,630-16.0% | $87,507+1.4% | $273,961-67.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 186.37% | 12.25%+174.1pp | 12.21%+174.2pp | 41.45%+144.9pp |
| Employer contribution / active EE | $2,024 | $3,141-35.6% | $2,550-20.6% | $4,869-58.4% |
| Participant deferral / active EE | $9,000 | $3,601+149.9% | $3,149+185.8% | $5,287+70.2% |
| Admin fee / account holder | $628 | $4,781-86.9% | $4,221-85.1% | $10,132-93.8% |