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 | $90,453 | $74,888+20.8% | $71,209+27.0% | $142,382-36.5% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 16.89% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,065 | $2,854-27.7% | $2,721-24.1% | $4,299-52.0% |
| Participant deferral / active EE | $5,414 | $4,454+21.5% | $4,175+29.7% | $6,507-16.8% |
| Admin fee / account holder | $2,257 | $5,568-59.5% | $5,349-57.8% | $12,624-82.1% |