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 | $78,045 | $65,561+19.0% | $86,188-9.4% | $75,163+3.8% |
| Participation rate | 95.7% | 60.5%+35.3pp | 69.0%+26.8pp | 67.2%+28.6pp |
| Annual return | 15.19% | 46.05%-30.9pp | 1168.45%-1153.3pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,261 | $1,553-18.8% | $2,380-47.0% | $2,670-52.8% |
| Participant deferral / active EE | $3,747 | $3,024+23.9% | $3,985-6.0% | $4,125-9.2% |
| Admin fee / account holder | $4,685 | $5,474-14.4% | $6,852-31.6% | $5,651-17.1% |