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 | $76,870 | $48,795+57.5% | $65,493+17.4% | $84,808-9.4% |
| Participation rate | 73.7% | 67.0%+6.7pp | 73.1%+0.6pp | 68.3%+5.4pp |
| Annual return | 14.36% | 20.20%-5.8pp | 982.45%-968.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,300 | $1,930-32.6% | $2,574-49.5% | $2,631-50.6% |
| Participant deferral / active EE | $3,733 | $2,928+27.5% | $3,961-5.8% | $4,212-11.4% |
| Admin fee / account holder | $4,382 | $3,877+13.0% | $5,028-12.9% | $7,344-40.3% |