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 | $79,441 | $48,795+62.8% | $65,493+21.3% | $84,808-6.3% |
| Participation rate | 89.7% | 67.0%+22.8pp | 73.1%+16.7pp | 68.3%+21.4pp |
| Annual return | 12.70% | 20.20%-7.5pp | 982.45%-969.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $652 | $1,930-66.2% | $2,574-74.7% | $2,631-75.2% |
| Participant deferral / active EE | $1,304 | $2,928-55.5% | $3,961-67.1% | $4,212-69.0% |
| Admin fee / account holder | $6,957 | $3,877+79.4% | $5,028+38.3% | $7,344-5.3% |