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 | $89,502 | $57,281+56.3% | $86,612+3.3% | $75,163+19.1% |
| Participation rate | 87.5% | 63.2%+24.3pp | 71.7%+15.8pp | 67.2%+20.3pp |
| Annual return | 14.06% | 2670.75%-2656.7pp | 591.07%-577.0pp | 160.62%-146.6pp |
| Employer contribution / active EE | $935 | $2,314-59.6% | $3,022-69.1% | $2,670-65.0% |
| Participant deferral / active EE | $4,741 | $3,318+42.9% | $4,438+6.8% | $4,125+14.9% |
| Admin fee / account holder | $1,040 | $4,112-74.7% | $5,614-81.5% | $5,651-81.6% |