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 | $70,336 | $54,705+28.6% | $71,209-1.2% | $84,808-17.1% |
| Participation rate | 78.6% | 64.1%+14.5pp | 73.8%+4.8pp | 68.3%+10.3pp |
| Annual return | 18.95% | 35.90%-16.9pp | 282.51%-263.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,956 | $2,158-9.4% | $2,721-28.1% | $2,631-25.7% |
| Participant deferral / active EE | $6,577 | $3,030+117.0% | $4,175+57.5% | $4,212+56.2% |
| Admin fee / account holder | $4,319 | $4,863-11.2% | $5,349-19.2% | $7,344-41.2% |