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 | $85,736 | $49,922+71.7% | $80,569+6.4% | $75,163+14.1% |
| Participation rate | 71.0% | 55.3%+15.7pp | 67.0%+4.0pp | 67.2%+3.8pp |
| Annual return | 22.54% | 34.69%-12.1pp | 935.43%-912.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,899 | $1,698+11.8% | $2,723-30.3% | $2,670-28.9% |
| Participant deferral / active EE | $3,930 | $2,990+31.4% | $4,447-11.6% | $4,125-4.7% |
| Admin fee / account holder | $989 | $3,577-72.4% | $5,377-81.6% | $5,651-82.5% |