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 | $66,577 | $60,124+10.7% | $90,404-26.4% | $79,858-16.6% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 16.85% | 71.94%-55.1pp | 1293.02%-1276.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $5,122 | $2,068+147.7% | $3,262+57.0% | $2,471+107.3% |
| Participant deferral / active EE | $4,606 | $2,938+56.8% | $3,963+16.2% | $3,740+23.1% |
| Admin fee / account holder | $5,238 | $3,976+31.7% | $5,611-6.6% | $5,306-1.3% |