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 | $100,428 | $65,561+53.2% | $86,188+16.5% | $75,163+33.6% |
| Participation rate | 86.0% | 60.5%+25.6pp | 69.0%+17.1pp | 67.2%+18.9pp |
| Annual return | 17.86% | 46.05%-28.2pp | 1168.45%-1150.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $502 | $1,553-67.6% | $2,380-78.9% | $2,670-81.2% |
| Participant deferral / active EE | $3,958 | $3,024+30.9% | $3,985-0.7% | $4,125-4.0% |
| Admin fee / account holder | $3,525 | $5,474-35.6% | $6,852-48.5% | $5,651-37.6% |