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 | $87,441 | $97,757-10.6% | $83,848+4.3% | $135,375-35.4% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | 14.06% | 1287.37%-1273.3pp | 850.88%-836.8pp | 519.73%-505.7pp |
| Employer contribution / active EE | $3,790 | $4,222-10.2% | $3,631+4.4% | $4,779-20.7% |
| Participant deferral / active EE | $2,430 | $4,682-48.1% | $4,082-40.5% | $5,609-56.7% |
| Admin fee / account holder | $787 | $6,674-88.2% | $5,478-85.6% | $10,827-92.7% |