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 9-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 | $55,057 | $46,553+18.3% | $64,056-14.0% | $75,163-26.7% |
| Participation rate | 75.0% | 65.9%+9.1pp | 72.3%+2.7pp | 67.2%+7.8pp |
| Annual return | 39.12% | 26.03%+13.1pp | 33.69%+5.4pp | 160.62%-121.5pp |
| Employer contribution / active EE | $2,629 | $1,974+33.2% | $2,747-4.3% | $2,670-1.5% |
| Participant deferral / active EE | $5,676 | $2,837+100.1% | $3,880+46.3% | $4,125+37.6% |
| Admin fee / account holder | $5,000 | $2,952+69.4% | $3,068+63.0% | $5,651-11.5% |