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 | $132,626 | $156,846-15.4% | $121,098+9.5% | $139,434-4.9% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 12.26% | 1474.56%-1462.3pp | 985.75%-973.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,694 | $5,536-69.4% | $4,164-59.3% | $4,751-64.3% |
| Participant deferral / active EE | $5,647 | $4,844+16.6% | $4,080+38.4% | $6,710-15.8% |
| Admin fee / account holder | $3,348 | $6,946-51.8% | $5,644-40.7% | $11,403-70.6% |