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 | $81,470 | $65,561+24.3% | $86,188-5.5% | $75,163+8.4% |
| Participation rate | 84.5% | 60.5%+24.0pp | 69.0%+15.5pp | 67.2%+17.3pp |
| Annual return | 13.81% | 46.05%-32.2pp | 1168.45%-1154.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,138 | $1,553+37.7% | $2,380-10.2% | $2,670-19.9% |
| Participant deferral / active EE | $4,206 | $3,024+39.1% | $3,985+5.5% | $4,125+2.0% |
| Admin fee / account holder | $3,612 | $5,474-34.0% | $6,852-47.3% | $5,651-36.1% |