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 | $39,666 | $104,907-62.2% | $84,611-53.1% | $152,861-74.1% |
| Participation rate | 73.3% | 74.8%-1.5pp | 68.2%+5.1pp | 82.4%-9.1pp |
| Annual return | 25.39% | 373.79%-348.4pp | 258.74%-233.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,713 | $3,302+42.7% | $2,652+77.7% | $4,762-1.0% |
| Participant deferral / active EE | $3,341 | $4,688-28.7% | $3,899-14.3% | $5,850-42.9% |
| Admin fee / account holder | $532 | $6,241-91.5% | $4,912-89.2% | $11,596-95.4% |