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 | $95,337 | $156,846-39.2% | $121,098-21.3% | $139,434-31.6% |
| Participation rate | 72.2% | 76.4%-4.2pp | 69.5%+2.7pp | 80.3%-8.1pp |
| Annual return | 15.35% | 1474.56%-1459.2pp | 985.75%-970.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,100 | $5,536-44.0% | $4,164-25.6% | $4,751-34.8% |
| Participant deferral / active EE | $7,698 | $4,844+58.9% | $4,080+88.7% | $6,710+14.7% |
| Admin fee / account holder | $8,566 | $6,946+23.3% | $5,644+51.8% | $11,403-24.9% |