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 3-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 | $28,698 | $210,698-86.4% | $178,014-83.9% | $145,959-80.3% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 15.38% | 386.27%-370.9pp | 294.80%-279.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,287 | $4,567-49.9% | $3,950-42.1% | $4,661-50.9% |
| Participant deferral / active EE | $10,235 | $6,958+47.1% | $6,276+63.1% | $6,689+53.0% |
| Admin fee / account holder | $1,258 | $12,016-89.5% | $10,362-87.9% | $13,398-90.6% |