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 | $94,043 | $65,409+43.8% | $98,442-4.5% | $85,850+9.5% |
| Participation rate | 75.8% | 65.0%+10.8pp | 73.3%+2.4pp | 69.3%+6.4pp |
| Annual return | 29.73% | 21.76%+8.0pp | 1492.73%-1463.0pp | 318.53%-288.8pp |
| Employer contribution / active EE | $2,484 | $2,168+14.6% | $2,960-16.1% | $2,565-3.2% |
| Participant deferral / active EE | $1,970 | $3,166-37.8% | $4,276-53.9% | $3,952-50.1% |
| Admin fee / account holder | $2,246 | $4,593-51.1% | $5,949-62.2% | $6,260-64.1% |