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 | $29,608 | $85,766-65.5% | $136,294-78.3% | $70,131-57.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 399.81% | 31.45%+368.4pp | 5155.94%-4756.1pp | 73.14%+326.7pp |
| Employer contribution / active EE | $3,198 | $2,966+7.8% | $4,695-31.9% | $2,342+36.5% |
| Participant deferral / active EE | $6,438 | $5,051+27.4% | $6,247+3.1% | $3,332+93.2% |
| Admin fee / account holder | $52,787 | $5,420+873.8% | $9,243+471.1% | $4,645+1036.3% |