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 | $110,382 | $65,561+68.4% | $86,188+28.1% | $75,163+46.9% |
| Participation rate | 70.1% | 60.5%+9.7pp | 69.0%+1.2pp | 67.2%+3.0pp |
| Annual return | 20.37% | 46.05%-25.7pp | 1168.45%-1148.1pp | 160.62%-140.2pp |
| Employer contribution / active EE | $4,091 | $1,553+163.5% | $2,380+71.9% | $2,670+53.2% |
| Participant deferral / active EE | $8,756 | $3,024+189.6% | $3,985+119.7% | $4,125+112.3% |
| Admin fee / account holder | $1,335 | $5,474-75.6% | $6,852-80.5% | $5,651-76.4% |