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 | $112,089 | $70,756+58.4% | $65,493+71.1% | $142,382-21.3% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 23.27% | 1754.89%-1731.6pp | 982.45%-959.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,570 | $2,881-45.5% | $2,574-39.0% | $4,299-63.5% |
| Participant deferral / active EE | $3,911 | $4,637-15.7% | $3,961-1.3% | $6,507-39.9% |
| Admin fee / account holder | $1,626 | $6,559-75.2% | $5,028-67.7% | $12,624-87.1% |