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 | $85,809 | $58,927+45.6% | $76,817+11.7% | $72,985+17.6% |
| Participation rate | 73.0% | 67.3%+5.7pp | 72.1%+0.9pp | 69.5%+3.5pp |
| Annual return | 21.15% | 2305.64%-2284.5pp | 1166.11%-1145.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,653 | $1,787-7.5% | $2,302-28.2% | $2,440-32.3% |
| Participant deferral / active EE | $3,710 | $2,690+37.9% | $3,336+11.2% | $3,607+2.9% |
| Admin fee / account holder | $3,578 | $4,013-10.8% | $6,420-44.3% | $5,124-30.2% |