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 | $89,028 | $57,281+55.4% | $86,612+2.8% | $75,163+18.4% |
| Participation rate | 90.2% | 63.2%+27.0pp | 71.7%+18.5pp | 67.2%+23.1pp |
| Annual return | 42.08% | 2670.75%-2628.7pp | 591.07%-549.0pp | 160.62%-118.5pp |
| Employer contribution / active EE | $2,857 | $2,314+23.5% | $3,022-5.5% | $2,670+7.0% |
| Participant deferral / active EE | $6,605 | $3,318+99.1% | $4,438+48.8% | $4,125+60.1% |
| Admin fee / account holder | $1,727 | $4,112-58.0% | $5,614-69.2% | $5,651-69.4% |