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 | $54,766 | $100,852-45.7% | $90,404-39.4% | $158,922-65.5% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 32.44% | 1724.20%-1691.8pp | 1293.02%-1260.6pp | 302.83%-270.4pp |
| Employer contribution / active EE | $4,685 | $3,689+27.0% | $3,262+43.6% | $4,761-1.6% |
| Participant deferral / active EE | $8,060 | $4,348+85.4% | $3,963+103.4% | $5,982+34.7% |
| Admin fee / account holder | $10,858 | $6,501+67.0% | $5,611+93.5% | $11,246-3.4% |