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 | $60,061 | $109,817-45.3% | $98,442-39.0% | $167,490-64.1% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 15.26% | 1956.69%-1941.4pp | 1492.73%-1477.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,125 | $3,224-65.1% | $2,960-62.0% | $4,837-76.7% |
| Participant deferral / active EE | $6,115 | $4,673+30.9% | $4,276+43.0% | $6,341-3.6% |
| Admin fee / account holder | $6,484 | $6,753-4.0% | $5,949+9.0% | $12,309-47.3% |