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 | $50,195 | $126,574-60.3% | $106,213-52.7% | $145,922-65.6% |
| Participation rate | 95.7% | 77.6%+18.0pp | 75.3%+20.4pp | 80.3%+15.4pp |
| Annual return | 9.50% | 224.79%-215.3pp | 116.14%-106.6pp | 561.29%-551.8pp |
| Employer contribution / active EE | $8,214 | $3,730+120.2% | $3,171+159.0% | $4,660+76.3% |
| Participant deferral / active EE | $1,666 | $5,724-70.9% | $5,016-66.8% | $6,688-75.1% |
| Admin fee / account holder | $505 | $17,304-97.1% | $11,033-95.4% | $13,397-96.2% |