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 | $16,856 | $105,998-84.1% | $92,233-81.7% | $147,584-88.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 25.20% | 50.05%-24.8pp | 176.28%-151.1pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,846 | $4,333-57.4% | $3,679-49.8% | $4,876-62.2% |
| Participant deferral / active EE | $3,666 | $4,478-18.1% | $3,897-5.9% | $5,439-32.6% |
| Admin fee / account holder | $2,006 | $6,332-68.3% | $5,194-61.4% | $10,885-81.6% |