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 | $140,229 | $58,208+140.9% | $81,812+71.4% | $80,856+73.4% |
| Participation rate | 72.7% | 63.4%+9.3pp | 72.3%+0.4pp | 67.6%+5.1pp |
| Annual return | 22.46% | 41.66%-19.2pp | 773.79%-751.3pp | 35.59%-13.1pp |
| Employer contribution / active EE | $788 | $2,340-66.3% | $2,912-72.9% | $2,755-71.4% |
| Participant deferral / active EE | $4,072 | $3,281+24.1% | $4,319-5.7% | $4,296-5.2% |
| Admin fee / account holder | $1,729 | $4,981-65.3% | $7,386-76.6% | $6,918-75.0% |