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 | $35,116 | $111,724-68.6% | $93,606-62.5% | $145,922-75.9% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 11.27% | 202.98%-191.7pp | 133.20%-121.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,913 | $3,090+123.8% | $2,420+185.7% | $4,660+48.4% |
| Participant deferral / active EE | $4,705 | $4,912-4.2% | $4,411+6.7% | $6,688-29.7% |
| Admin fee / account holder | $912 | $10,250-91.1% | $8,285-89.0% | $13,397-93.2% |