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 | $77,673 | $65,561+18.5% | $86,188-9.9% | $75,163+3.3% |
| Participation rate | 95.9% | 60.5%+35.4pp | 69.0%+27.0pp | 67.2%+28.7pp |
| Annual return | 14.62% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $4,593 | $1,553+195.8% | $2,380+93.0% | $2,670+72.0% |
| Participant deferral / active EE | $2,944 | $3,024-2.6% | $3,985-26.1% | $4,125-28.6% |
| Admin fee / account holder | $1,743 | $5,474-68.2% | $6,852-74.6% | $5,651-69.2% |