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 | $80,481 | $65,561+22.8% | $86,188-6.6% | $75,163+7.1% |
| Participation rate | 83.3% | 60.5%+22.8pp | 69.0%+14.4pp | 67.2%+16.1pp |
| Annual return | 14.50% | 46.05%-31.6pp | 1168.45%-1153.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,042 | $1,553+160.3% | $2,380+69.8% | $2,670+51.4% |
| Participant deferral / active EE | $3,720 | $3,024+23.0% | $3,985-6.7% | $4,125-9.8% |
| Admin fee / account holder | $11,600 | $5,474+111.9% | $6,852+69.3% | $5,651+105.3% |