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 | $74,448 | $65,409+13.8% | $98,442-24.4% | $85,850-13.3% |
| Participation rate | 84.2% | 65.0%+19.2pp | 73.3%+10.9pp | 69.3%+14.9pp |
| Annual return | 14.16% | 21.76%-7.6pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,776 | $3,166-12.3% | $4,276-35.1% | $3,952-29.8% |
| Admin fee / account holder | $1,953 | $4,593-57.5% | $5,949-67.2% | $6,260-68.8% |