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 | $86,834 | $55,415+56.7% | $155,509-44.2% | $74,495+16.6% |
| Participation rate | 91.3% | 61.9%+29.4pp | 78.2%+13.1pp | 67.2%+24.1pp |
| Annual return | 12.57% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,063 | $2,267+35.1% | $4,672-34.4% | $2,623+16.8% |
| Participant deferral / active EE | $3,995 | $2,836+40.9% | $5,626-29.0% | $4,346-8.1% |
| Admin fee / account holder | $1,410 | $1,738-18.9% | $15,912-91.1% | $1,942-27.4% |