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 | $95,949 | $102,317-6.2% | $146,958-34.7% | $80,856+18.7% |
| Participation rate | 89.1% | 75.8%+13.2pp | 82.2%+6.9pp | 67.6%+21.4pp |
| Annual return | 48.49% | 134.76%-86.3pp | 418.34%-369.9pp | 35.59%+12.9pp |
| Employer contribution / active EE | $4,610 | $3,713+24.2% | $4,933-6.5% | $2,755+67.3% |
| Participant deferral / active EE | $9,268 | $6,644+39.5% | $8,070+14.8% | $4,296+115.8% |
| Admin fee / account holder | $5,908 | $7,941-25.6% | $12,998-54.5% | $6,918-14.6% |