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 | $35,331 | $90,503-61.0% | $78,689-55.1% | $273,961-87.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 295.28% | 75.60%+219.7pp | 62.18%+233.1pp | 41.45%+253.8pp |
| Employer contribution / active EE | $2,947 | $3,176-7.2% | $2,851+3.4% | $4,869-39.5% |
| Participant deferral / active EE | $9,378 | $3,901+140.4% | $3,517+166.7% | $5,287+77.4% |
| Admin fee / account holder | $304 | $5,263-94.2% | $4,510-93.3% | $10,132-97.0% |