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 | $56,974 | $67,606-15.7% | $82,313-30.8% | $70,131-18.8% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 220.67% | 21.57%+199.1pp | 25.88%+194.8pp | 73.14%+147.5pp |
| Employer contribution / active EE | $2,736 | $1,755+55.9% | $2,428+12.7% | $2,342+16.8% |
| Participant deferral / active EE | $5,085 | $2,987+70.3% | $3,706+37.2% | $3,332+52.6% |
| Admin fee / account holder | $1,094 | $4,512-75.8% | $5,608-80.5% | $4,645-76.4% |