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 | $62,851 | $54,705+14.9% | $71,209-11.7% | $84,808-25.9% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.8%+15.1pp | 68.3%+20.6pp |
| Annual return | 24.46% | 35.90%-11.4pp | 282.51%-258.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $3,946 | $2,158+82.9% | $2,721+45.0% | $2,631+50.0% |
| Participant deferral / active EE | $7,578 | $3,030+150.1% | $4,175+81.5% | $4,212+79.9% |
| Admin fee / account holder | $6,561 | $4,863+34.9% | $5,349+22.7% | $7,344-10.7% |