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 | $24,641 | $121,625-79.7% | $104,607-76.4% | $158,922-84.5% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 19.92% | 465.26%-445.3pp | 340.46%-320.5pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,521 | $3,163-20.3% | $2,681-6.0% | $4,761-47.1% |
| Participant deferral / active EE | $5,898 | $4,177+41.2% | $3,740+57.7% | $5,982-1.4% |
| Admin fee / account holder | $960 | $7,787-87.7% | $6,473-85.2% | $11,246-91.5% |