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 | $33,019 | $175,202-81.2% | $149,673-77.9% | $139,434-76.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 12.95% | 166.71%-153.8pp | 134.42%-121.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $6,745 | $5,474+23.2% | $4,818+40.0% | $4,751+42.0% |
| Participant deferral / active EE | $4,504 | $6,519-30.9% | $5,680-20.7% | $6,710-32.9% |
| Admin fee / account holder | $2,750 | $16,150-83.0% | $13,210-79.2% | $11,403-75.9% |