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 | $88,044 | $58,208+51.3% | $81,812+7.6% | $80,856+8.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.77% | 41.66%-25.9pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,448 | $2,340+47.3% | $2,912+18.4% | $2,755+25.2% |
| Participant deferral / active EE | $5,764 | $3,281+75.7% | $4,319+33.5% | $4,296+34.2% |
| Admin fee / account holder | $7,417 | $4,981+48.9% | $7,386+0.4% | $6,918+7.2% |