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 | $106,113 | $65,409+62.2% | $98,442+7.8% | $85,850+23.6% |
| Participation rate | 78.1% | 65.0%+13.1pp | 73.3%+4.8pp | 69.3%+8.8pp |
| Annual return | 14.46% | 21.76%-7.3pp | 1492.73%-1478.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $3,680 | $2,168+69.8% | $2,960+24.3% | $2,565+43.5% |
| Participant deferral / active EE | $7,992 | $3,166+152.4% | $4,276+86.9% | $3,952+102.2% |
| Admin fee / account holder | $4,066 | $4,593-11.5% | $5,949-31.6% | $6,260-35.0% |