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 | $74,427 | $49,922+49.1% | $80,569-7.6% | $75,163-1.0% |
| Participation rate | 94.3% | 55.3%+39.0pp | 67.0%+27.3pp | 67.2%+27.1pp |
| Annual return | 18.74% | 34.69%-16.0pp | 935.43%-916.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,402 | $1,698+100.3% | $2,723+24.9% | $2,670+27.4% |
| Participant deferral / active EE | $8,547 | $2,990+185.8% | $4,447+92.2% | $4,125+107.2% |
| Admin fee / account holder | $8,498 | $3,577+137.6% | $5,377+58.0% | $5,651+50.4% |