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 | $90,882 | $65,561+38.6% | $86,188+5.4% | $75,163+20.9% |
| Participation rate | 75.9% | 60.5%+15.4pp | 69.0%+6.9pp | 67.2%+8.7pp |
| Annual return | 22.04% | 46.05%-24.0pp | 1168.45%-1146.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,499 | $1,553+125.3% | $2,380+47.0% | $2,670+31.0% |
| Participant deferral / active EE | $2,876 | $3,024-4.9% | $3,985-27.8% | $4,125-30.3% |
| Admin fee / account holder | $4,601 | $5,474-16.0% | $6,852-32.9% | $5,651-18.6% |