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 | $74,541 | $56,053+33.0% | $75,972-1.9% | $80,856-7.8% |
| Participation rate | 96.7% | 62.0%+34.6pp | 69.1%+27.6pp | 67.6%+29.0pp |
| Annual return | 10.97% | 20.53%-9.6pp | 359.55%-348.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,176 | $1,874+16.1% | $2,685-19.0% | $2,755-21.0% |
| Participant deferral / active EE | $6,006 | $3,052+96.8% | $4,255+41.1% | $4,296+39.8% |
| Admin fee / account holder | $2,875 | $5,234-45.1% | $6,467-55.5% | $6,918-58.4% |