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 3-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 | $86,477 | $65,561+31.9% | $86,188+0.3% | $75,163+15.1% |
| Participation rate | 76.5% | 60.5%+16.0pp | 69.0%+7.5pp | 67.2%+9.3pp |
| Annual return | 17.27% | 46.05%-28.8pp | 1168.45%-1151.2pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,609 | $1,553+3.6% | $2,380-32.4% | $2,670-39.7% |
| Participant deferral / active EE | $6,725 | $3,024+122.4% | $3,985+68.7% | $4,125+63.0% |
| Admin fee / account holder | $6,419 | $5,474+17.3% | $6,852-6.3% | $5,651+13.6% |