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 | $62,834 | $51,638+21.7% | $68,368-8.1% | $82,448-23.8% |
| Participation rate | 95.2% | 63.6%+31.6pp | 73.8%+21.5pp | 68.1%+27.2pp |
| Annual return | 36.21% | 37.53%-1.3pp | 292.57%-256.4pp | 41.64%-5.4pp |
| Employer contribution / active EE | $3,257 | $2,047+59.2% | $2,649+23.0% | $2,551+27.7% |
| Participant deferral / active EE | $5,872 | $2,914+101.5% | $4,123+42.4% | $4,139+41.9% |
| Admin fee / account holder | $2,237 | $4,643-51.8% | $5,150-56.6% | $7,234-69.1% |