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 | $118,472 | $77,145+53.6% | $108,410+9.3% | $85,850+38.0% |
| Participation rate | 77.8% | 74.7%+3.1pp | 80.1%-2.4pp | 69.3%+8.5pp |
| Annual return | 15.09% | 44.54%-29.5pp | 905.27%-890.2pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,570 | $2,379-34.0% | $3,558-55.9% | $2,565-38.8% |
| Participant deferral / active EE | $6,188 | $5,566+11.2% | $6,563-5.7% | $3,952+56.6% |
| Admin fee / account holder | $8,441 | $5,172+63.2% | $7,295+15.7% | $6,260+34.8% |