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 | $72,586 | $49,173+47.6% | $121,098-40.1% | $75,163-3.4% |
| Participation rate | 89.5% | 55.4%+34.1pp | 69.5%+20.0pp | 67.2%+22.3pp |
| Annual return | 14.00% | 55.99%-42.0pp | 985.75%-971.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $3,327 | $1,546+115.2% | $4,164-20.1% | $2,670+24.6% |
| Participant deferral / active EE | $4,342 | $2,628+65.3% | $4,080+6.4% | $4,125+5.3% |
| Admin fee / account holder | $2,503 | $3,942-36.5% | $5,644-55.7% | $5,651-55.7% |