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 | $40,851 | $185,200-77.9% | $142,863-71.4% | $167,490-75.6% |
| Participation rate | 92.3% | 78.4%+13.9pp | 71.9%+20.4pp | 82.1%+10.2pp |
| Annual return | 18.29% | 8555.70%-8537.4pp | 5637.54%-5619.2pp | 478.56%-460.3pp |
| Employer contribution / active EE | $4,007 | $5,604-28.5% | $4,144-3.3% | $4,837-17.2% |
| Participant deferral / active EE | $6,580 | $4,494+46.4% | $3,837+71.5% | $6,341+3.8% |
| Admin fee / account holder | $531 | $8,031-93.4% | $6,560-91.9% | $12,309-95.7% |