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 | $36,553 | $144,119-74.6% | $117,854-69.0% | $147,584-75.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 14.62% | 531.15%-516.5pp | 335.08%-320.5pp | 578.55%-563.9pp |
| Employer contribution / active EE | $3,349 | $4,896-31.6% | $3,786-11.5% | $4,876-31.3% |
| Participant deferral / active EE | $8,620 | $5,316+62.2% | $4,482+92.3% | $5,439+58.5% |
| Admin fee / account holder | $505 | $10,886-95.4% | $8,020-93.7% | $10,885-95.4% |