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 | $82,999 | $65,561+26.6% | $86,188-3.7% | $75,163+10.4% |
| Participation rate | 78.7% | 60.5%+18.2pp | 69.0%+9.7pp | 67.2%+11.5pp |
| Annual return | 15.20% | 46.05%-30.9pp | 1168.45%-1153.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,497 | $1,553+60.8% | $2,380+4.9% | $2,670-6.5% |
| Participant deferral / active EE | $4,554 | $3,024+50.6% | $3,985+14.3% | $4,125+10.4% |
| Admin fee / account holder | $1,231 | $5,474-77.5% | $6,852-82.0% | $5,651-78.2% |