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 | $66,838 | $65,561+1.9% | $86,188-22.5% | $75,163-11.1% |
| Participation rate | 72.1% | 60.5%+11.6pp | 69.0%+3.1pp | 67.2%+4.9pp |
| Annual return | 20.33% | 46.05%-25.7pp | 1168.45%-1148.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,141 | $1,553+37.9% | $2,380-10.0% | $2,670-19.8% |
| Participant deferral / active EE | $5,584 | $3,024+84.7% | $3,985+40.1% | $4,125+35.4% |
| Admin fee / account holder | $1,295 | $5,474-76.3% | $6,852-81.1% | $5,651-77.1% |