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 | $50,044 | $48,277+3.7% | $67,511-25.9% | $80,874-38.1% |
| Participation rate | 78.0% | 66.4%+11.6pp | 72.9%+5.1pp | 67.6%+10.3pp |
| Annual return | 16.62% | 18.27%-1.6pp | 3517.41%-3500.8pp | 35.62%-19.0pp |
| Employer contribution / active EE | $3,847 | $2,021+90.3% | $2,733+40.8% | $2,756+39.6% |
| Participant deferral / active EE | $5,574 | $2,926+90.5% | $4,000+39.3% | $4,297+29.7% |
| Admin fee / account holder | $959 | $3,687-74.0% | $3,999-76.0% | $6,935-86.2% |