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 | $73,434 | $48,795+50.5% | $65,493+12.1% | $84,808-13.4% |
| Participation rate | 98.0% | 67.0%+31.0pp | 73.1%+24.9pp | 68.3%+29.7pp |
| Annual return | 15.34% | 20.20%-4.9pp | 982.45%-967.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,494 | $1,930+132.9% | $2,574+74.6% | $2,631+70.8% |
| Participant deferral / active EE | $9,457 | $2,928+222.9% | $3,961+138.8% | $4,212+124.6% |
| Admin fee / account holder | $3,941 | $3,877+1.6% | $5,028-21.6% | $7,344-46.3% |