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 | $89,144 | $65,409+36.3% | $98,442-9.4% | $85,850+3.8% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.7pp | 69.3%+27.7pp |
| Annual return | 17.10% | 21.76%-4.7pp | 1492.73%-1475.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,418 | $2,168-34.6% | $2,960-52.1% | $2,565-44.7% |
| Participant deferral / active EE | $1,861 | $3,166-41.2% | $4,276-56.5% | $3,952-52.9% |
| Admin fee / account holder | $1,704 | $4,593-62.9% | $5,949-71.4% | $6,260-72.8% |