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 | $28,877 | $85,766-66.3% | $136,294-78.8% | $70,131-58.8% |
| Participation rate | 86.8% | 74.2%+12.7pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 47.06% | 31.45%+15.6pp | 5155.94%-5108.9pp | 73.14%-26.1pp |
| Employer contribution / active EE | $4,101 | $2,966+38.3% | $4,695-12.7% | $2,342+75.1% |
| Participant deferral / active EE | $7,760 | $5,051+53.6% | $6,247+24.2% | $3,332+132.9% |
| Admin fee / account holder | $1,988 | $5,420-63.3% | $9,243-78.5% | $4,645-57.2% |