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 | $109,381 | $88,751+23.2% | $81,812+33.7% | $145,922-25.0% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.3%+6.2pp | 80.3%-1.7pp |
| Annual return | 16.11% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,118 | $3,083-31.3% | $2,912-27.3% | $4,660-54.6% |
| Participant deferral / active EE | $2,734 | $4,643-41.1% | $4,319-36.7% | $6,688-59.1% |
| Admin fee / account holder | $1,536 | $8,415-81.7% | $7,386-79.2% | $13,397-88.5% |