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 6-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 | $79,531 | $65,561+21.3% | $86,188-7.7% | $75,163+5.8% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.0%+16.8pp | 67.2%+18.5pp |
| Annual return | 15.50% | 46.05%-30.6pp | 1168.45%-1152.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $879 | $1,553-43.4% | $2,380-63.1% | $2,670-67.1% |
| Participant deferral / active EE | $6,414 | $3,024+112.1% | $3,985+60.9% | $4,125+55.5% |
| Admin fee / account holder | $4,064 | $5,474-25.8% | $6,852-40.7% | $5,651-28.1% |