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 | $79,392 | $72,071+10.2% | $68,368+16.1% | $137,256-42.2% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.0%+15.0pp |
| Annual return | 20.86% | 353.14%-332.3pp | 292.57%-271.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,177 | $2,788+49.8% | $2,649+57.7% | $4,156+0.5% |
| Participant deferral / active EE | $9,272 | $4,410+110.2% | $4,123+124.9% | $6,407+44.7% |
| Admin fee / account holder | $9,771 | $5,336+83.1% | $5,150+89.7% | $12,270-20.4% |