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 | $51,638+21.7% | $68,368-8.1% | $82,448-23.8% |
| Participation rate | 88.9% | 63.6%+25.3pp | 73.8%+15.1pp | 68.1%+20.8pp |
| Annual return | 24.46% | 37.53%-13.1pp | 292.57%-268.1pp | 41.64%-17.2pp |
| Employer contribution / active EE | $3,946 | $2,047+92.8% | $2,649+49.0% | $2,551+54.7% |
| Participant deferral / active EE | $7,578 | $2,914+160.1% | $4,123+83.8% | $4,139+83.1% |
| Admin fee / account holder | $6,561 | $4,643+41.3% | $5,150+27.4% | $7,234-9.3% |