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 | $57,847 | $202,432-71.4% | $169,368-65.8% | $139,434-58.5% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 13.84% | 531.74%-517.9pp | 405.60%-391.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,574 | $4,692-66.5% | $4,013-60.8% | $4,751-66.9% |
| Participant deferral / active EE | $7,176 | $6,938+3.4% | $6,221+15.3% | $6,710+6.9% |
| Admin fee / account holder | $521 | $10,708-95.1% | $9,003-94.2% | $11,403-95.4% |