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 | $63,239 | $51,638+22.5% | $68,368-7.5% | $82,448-23.3% |
| Participation rate | 96.0% | 63.6%+32.4pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 20.74% | 37.53%-16.8pp | 292.57%-271.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,996 | $2,047+46.4% | $2,649+13.1% | $2,551+17.4% |
| Participant deferral / active EE | $5,578 | $2,914+91.4% | $4,123+35.3% | $4,139+34.8% |
| Admin fee / account holder | $3,299 | $4,643-29.0% | $5,150-35.9% | $7,234-54.4% |