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 | $79,867 | $58,208+37.2% | $81,812-2.4% | $80,856-1.2% |
| Participation rate | 77.8% | 63.4%+14.4pp | 72.3%+5.4pp | 67.6%+10.1pp |
| Annual return | 14.18% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,903 | $2,340+66.8% | $2,912+34.0% | $2,755+41.7% |
| Participant deferral / active EE | $4,605 | $3,281+40.3% | $4,319+6.6% | $4,296+7.2% |
| Admin fee / account holder | $2,488 | $4,981-50.1% | $7,386-66.3% | $6,918-64.0% |