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 | $107,765 | $65,561+64.4% | $86,188+25.0% | $75,163+43.4% |
| Participation rate | 92.6% | 60.5%+32.1pp | 69.0%+23.6pp | 67.2%+25.4pp |
| Annual return | 16.01% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $5,132 | $1,553+230.5% | $2,380+115.6% | $2,670+92.2% |
| Participant deferral / active EE | $10,277 | $3,024+239.9% | $3,985+157.9% | $4,125+149.1% |
| Admin fee / account holder | $761 | $5,474-86.1% | $6,852-88.9% | $5,651-86.5% |