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 | $83,369 | $57,281+45.5% | $86,612-3.7% | $75,163+10.9% |
| Participation rate | 93.8% | 63.2%+30.6pp | 71.7%+22.1pp | 67.2%+26.6pp |
| Annual return | 18.26% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.4pp |
| Employer contribution / active EE | $5,532 | $2,314+139.0% | $3,022+83.0% | $2,670+107.2% |
| Participant deferral / active EE | $4,376 | $3,318+31.9% | $4,438-1.4% | $4,125+6.1% |
| Admin fee / account holder | $3,696 | $4,112-10.1% | $5,614-34.2% | $5,651-34.6% |