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 | $90,406 | $58,927+53.4% | $76,817+17.7% | $72,985+23.9% |
| Participation rate | 70.6% | 67.3%+3.2pp | 72.1%-1.5pp | 69.5%+1.1pp |
| Annual return | 25.03% | 2305.64%-2280.6pp | 1166.11%-1141.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,317 | $1,787-26.3% | $2,302-42.8% | $2,440-46.0% |
| Participant deferral / active EE | $3,218 | $2,690+19.6% | $3,336-3.5% | $3,607-10.8% |
| Admin fee / account holder | $12,549 | $4,013+212.7% | $6,420+95.5% | $5,124+144.9% |