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 | $74,002 | $65,409+13.1% | $98,442-24.8% | $85,850-13.8% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 29.39% | 21.76%+7.6pp | 1492.73%-1463.3pp | 318.53%-289.1pp |
| Employer contribution / active EE | $3,008 | $2,168+38.8% | $2,960+1.6% | $2,565+17.3% |
| Participant deferral / active EE | $3,763 | $3,166+18.9% | $4,276-12.0% | $3,952-4.8% |
| Admin fee / account holder | $406 | $4,593-91.2% | $5,949-93.2% | $6,260-93.5% |