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 | $94,359 | $45,566+107.1% | $64,105+47.2% | $59,632+58.2% |
| Participation rate | 73.6% | 60.2%+13.4pp | 68.2%+5.4pp | 68.7%+4.9pp |
| Annual return | 81.60% | 4.95%+76.6pp | 791.24%-709.6pp | 2041.28%-1959.7pp |
| Employer contribution / active EE | $981 | $934+5.1% | $1,820-46.1% | $2,203-55.4% |
| Participant deferral / active EE | $2,542 | $2,057+23.6% | $2,822-9.9% | $3,192-20.4% |
| Admin fee / account holder | $6,397 | $3,268+95.8% | $4,499+42.2% | $4,297+48.9% |