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 | $63,987 | $89,753-28.7% | $107,525-40.5% | $84,808-24.5% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 54.03% | 29.48%+24.6pp | 181.32%-127.3pp | 40.90%+13.1pp |
| Employer contribution / active EE | $8,545 | $3,113+174.5% | $3,754+127.7% | $2,631+224.8% |
| Participant deferral / active EE | $5,401 | $4,056+33.1% | $5,116+5.6% | $4,212+28.2% |
| Admin fee / account holder | $1,796 | $7,222-75.1% | $8,919-79.9% | $7,344-75.5% |