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 | $85,570 | $57,281+49.4% | $86,612-1.2% | $75,163+13.8% |
| Participation rate | 97.5% | 63.2%+34.3pp | 71.7%+25.8pp | 67.2%+30.3pp |
| Annual return | 21.45% | 2670.75%-2649.3pp | 591.07%-569.6pp | 160.62%-139.2pp |
| Employer contribution / active EE | $8,426 | $2,314+264.1% | $3,022+178.8% | $2,670+215.6% |
| Participant deferral / active EE | $11,117 | $3,318+235.1% | $4,438+150.5% | $4,125+169.5% |
| Admin fee / account holder | $8,039 | $4,112+95.5% | $5,614+43.2% | $5,651+42.3% |