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 | $55,472+56.5% | $155,567-44.2% | $74,546+16.5% |
| Participation rate | 91.3% | 61.9%+29.4pp | 78.2%+13.1pp | 67.2%+24.1pp |
| Annual return | 12.57% | 268.72%-256.1pp | 64.74%-52.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $3,063 | $2,269+35.0% | $4,674-34.5% | $2,624+16.7% |
| Participant deferral / active EE | $3,995 | $2,838+40.8% | $5,628-29.0% | $4,347-8.1% |
| Admin fee / account holder | $1,410 | $1,743-19.1% | $15,916-91.1% | $1,944-27.5% |