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 | $92,998 | $63,346+46.8% | $92,233+0.8% | $70,131+32.6% |
| Participation rate | 80.4% | 68.7%+11.8pp | 76.5%+4.0pp | 69.5%+10.9pp |
| Annual return | 14.63% | 530.12%-515.5pp | 176.28%-161.6pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,954 | $2,471+19.5% | $3,679-19.7% | $2,342+26.1% |
| Participant deferral / active EE | $4,663 | $2,854+63.4% | $3,897+19.7% | $3,332+40.0% |
| Admin fee / account holder | $3,424 | $3,840-10.8% | $5,194-34.1% | $4,645-26.3% |