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 | $83,944 | $65,041+29.1% | $90,951-7.7% | $79,858+5.1% |
| Participation rate | 96.8% | 61.6%+35.2pp | 69.0%+27.8pp | 69.6%+27.1pp |
| Annual return | 11.23% | 30.45%-19.2pp | 134.60%-123.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,047 | $1,247+64.1% | $2,122-3.5% | $2,471-17.2% |
| Participant deferral / active EE | $5,793 | $2,512+130.6% | $3,373+71.8% | $3,740+54.9% |
| Admin fee / account holder | $1,138 | $4,536-74.9% | $5,959-80.9% | $5,306-78.6% |