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 | $88,598 | $58,208+52.2% | $81,812+8.3% | $80,856+9.6% |
| Participation rate | 82.8% | 63.4%+19.3pp | 72.3%+10.4pp | 67.6%+15.1pp |
| Annual return | 15.89% | 41.66%-25.8pp | 773.79%-757.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,132 | $2,340-8.9% | $2,912-26.8% | $2,755-22.6% |
| Participant deferral / active EE | $4,469 | $3,281+36.2% | $4,319+3.5% | $4,296+4.0% |
| Admin fee / account holder | $672 | $4,981-86.5% | $7,386-90.9% | $6,918-90.3% |