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 | $105,929 | $60,124+76.2% | $90,404+17.2% | $79,858+32.6% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 69.6%+5.4pp |
| Annual return | 26.94% | 71.94%-45.0pp | 1293.02%-1266.1pp | 31.71%-4.8pp |
| Employer contribution / active EE | $1,984 | $2,068-4.0% | $3,262-39.2% | $2,471-19.7% |
| Participant deferral / active EE | $3,912 | $2,938+33.1% | $3,963-1.3% | $3,740+4.6% |
| Admin fee / account holder | $683 | $3,976-82.8% | $5,611-87.8% | $5,306-87.1% |