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 | $86,539 | $49,922+73.3% | $80,569+7.4% | $75,163+15.1% |
| Participation rate | 71.7% | 55.3%+16.4pp | 67.0%+4.7pp | 67.2%+4.5pp |
| Annual return | 16.21% | 34.69%-18.5pp | 935.43%-919.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,788 | $1,698+5.3% | $2,723-34.3% | $2,670-33.0% |
| Participant deferral / active EE | $3,962 | $2,990+32.5% | $4,447-10.9% | $4,125-3.9% |
| Admin fee / account holder | $1,142 | $3,577-68.1% | $5,377-78.8% | $5,651-79.8% |