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 | $83,563 | $176,812-52.7% | $146,665-43.0% | $167,490-50.1% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 40.17% | 24.03%+16.1pp | 22.74%+17.4pp | 478.56%-438.4pp |
| Employer contribution / active EE | $2,422 | $5,160-53.1% | $4,136-41.4% | $4,837-49.9% |
| Participant deferral / active EE | $12,096 | $6,440+87.8% | $5,506+119.7% | $6,341+90.8% |
| Admin fee / account holder | $452 | $13,259-96.6% | $10,280-95.6% | $12,309-96.3% |