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 | $69,058 | $65,409+5.6% | $98,442-29.8% | $85,850-19.6% |
| Participation rate | 97.8% | 65.0%+32.8pp | 73.3%+24.4pp | 69.3%+28.5pp |
| Annual return | 13.15% | 21.76%-8.6pp | 1492.73%-1479.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,341 | $2,168+54.1% | $2,960+12.9% | $2,565+30.3% |
| Participant deferral / active EE | $5,385 | $3,166+70.1% | $4,276+25.9% | $3,952+36.3% |
| Admin fee / account holder | $3,536 | $4,593-23.0% | $5,949-40.6% | $6,260-43.5% |