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 | $95,835 | $71,050+34.9% | $93,606+2.4% | $80,856+18.5% |
| Participation rate | 92.7% | 60.4%+32.3pp | 68.7%+24.0pp | 67.6%+25.0pp |
| Annual return | 93.06% | 11.26%+81.8pp | 133.20%-40.1pp | 35.59%+57.5pp |
| Employer contribution / active EE | $1,656 | $1,564+5.9% | $2,420-31.6% | $2,755-39.9% |
| Participant deferral / active EE | $3,640 | $4,034-9.8% | $4,411-17.5% | $4,296-15.3% |
| Admin fee / account holder | $3,025 | $6,945-56.4% | $8,285-63.5% | $6,918-56.3% |