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 | $88,112 | $48,570+81.4% | $130,648-32.6% | $72,985+20.7% |
| Participation rate | 71.1% | 58.6%+12.5pp | 71.7%-0.7pp | 69.5%+1.6pp |
| Annual return | 30.17% | 38.63%-8.5pp | 1708.96%-1678.8pp | 81.00%-50.8pp |
| Employer contribution / active EE | $323 | $1,334-75.8% | $4,092-92.1% | $2,440-86.8% |
| Participant deferral / active EE | $4,036 | $2,384+69.3% | $3,603+12.0% | $3,607+11.9% |
| Admin fee / account holder | $3,174 | $3,549-10.6% | $5,464-41.9% | $5,124-38.1% |