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 | $66,061 | $88,672-25.5% | $105,223-37.2% | $82,448-19.9% |
| Participation rate | 92.5% | 67.9%+24.6pp | 75.0%+17.5pp | 68.1%+24.4pp |
| Annual return | 17.01% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,891 | $3,048-5.1% | $3,689-21.6% | $2,551+13.3% |
| Participant deferral / active EE | $5,481 | $4,036+35.8% | $5,072+8.1% | $4,139+32.4% |
| Admin fee / account holder | $2,062 | $7,146-71.1% | $8,859-76.7% | $7,234-71.5% |