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 | $56,070 | $105,181-46.7% | $159,436-64.8% | $85,850-34.7% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.8%-6.6pp | 69.3%+7.0pp |
| Annual return | 18.79% | 45.07%-26.3pp | 263.57%-244.8pp | 318.53%-299.7pp |
| Employer contribution / active EE | $2,485 | $3,318-25.1% | $4,829-48.5% | $2,565-3.1% |
| Participant deferral / active EE | $5,002 | $5,945-15.9% | $7,352-32.0% | $3,952+26.6% |
| Admin fee / account holder | $17,322 | $6,933+149.8% | $10,799+60.4% | $6,260+176.7% |