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 | $32,688 | $57,281-42.9% | $86,612-62.3% | $75,163-56.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 71.7%+8.3pp | 67.2%+12.8pp |
| Annual return | 14.86% | 2670.75%-2655.9pp | 591.07%-576.2pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,252 | $2,314-2.7% | $3,022-25.5% | $2,670-15.7% |
| Participant deferral / active EE | $4,112 | $3,318+23.9% | $4,438-7.3% | $4,125-0.3% |
| Admin fee / account holder | $5,194 | $4,112+26.3% | $5,614-7.5% | $5,651-8.1% |