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 | $73,987 | $65,409+13.1% | $98,442-24.8% | $85,850-13.8% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.3%+16.7pp | 69.3%+20.7pp |
| Annual return | 49.80% | 21.76%+28.0pp | 1492.73%-1442.9pp | 318.53%-268.7pp |
| Employer contribution / active EE | $3,571 | $2,168+64.7% | $2,960+20.7% | $2,565+39.2% |
| Participant deferral / active EE | $2,846 | $3,166-10.1% | $4,276-33.5% | $3,952-28.0% |
| Admin fee / account holder | $1,854 | $4,593-59.6% | $5,949-68.8% | $6,260-70.4% |