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 | $124,077 | $65,561+89.3% | $86,188+44.0% | $75,163+65.1% |
| Participation rate | 76.7% | 60.5%+16.3pp | 69.0%+7.8pp | 67.2%+9.6pp |
| Annual return | 18.35% | 46.05%-27.7pp | 1168.45%-1150.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $605 | $1,553-61.1% | $2,380-74.6% | $2,670-77.4% |
| Participant deferral / active EE | $3,866 | $3,024+27.9% | $3,985-3.0% | $4,125-6.3% |
| Admin fee / account holder | $8,049 | $5,474+47.0% | $6,852+17.5% | $5,651+42.4% |