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 | $98,142 | $74,888+31.1% | $71,209+37.8% | $142,382-31.1% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 18.20% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,401 | $2,854-15.9% | $2,721-11.8% | $4,299-44.2% |
| Participant deferral / active EE | $6,915 | $4,454+55.2% | $4,175+65.6% | $6,507+6.3% |
| Admin fee / account holder | $4,832 | $5,568-13.2% | $5,349-9.7% | $12,624-61.7% |