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 | $89,089 | $65,409+36.2% | $98,442-9.5% | $85,850+3.8% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.8pp | 69.3%+26.8pp |
| Annual return | 18.20% | 21.76%-3.6pp | 1492.73%-1474.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $7,725 | $2,168+256.4% | $2,960+161.0% | $2,565+201.1% |
| Participant deferral / active EE | $6,787 | $3,166+114.3% | $4,276+58.7% | $3,952+71.7% |
| Admin fee / account holder | $521 | $4,593-88.6% | $5,949-91.2% | $6,260-91.7% |