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 | $103,713 | $84,696+22.5% | $75,696+37.0% | $167,490-38.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 12.12% | 199.36%-187.2pp | 104.53%-92.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $6,195 | $3,230+91.8% | $2,743+125.9% | $4,837+28.1% |
| Participant deferral / active EE | $5,151 | $4,580+12.5% | $3,821+34.8% | $6,341-18.8% |
| Admin fee / account holder | $4,790 | $5,355-10.6% | $3,619+32.3% | $12,309-61.1% |