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 | $60,757 | $51,638+17.7% | $68,368-11.1% | $82,448-26.3% |
| Participation rate | 86.5% | 63.6%+22.9pp | 73.8%+12.7pp | 68.1%+18.4pp |
| Annual return | 14.33% | 37.53%-23.2pp | 292.57%-278.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,833 | $2,047+38.4% | $2,649+7.0% | $2,551+11.1% |
| Participant deferral / active EE | $5,476 | $2,914+88.0% | $4,123+32.8% | $4,139+32.3% |
| Admin fee / account holder | $657 | $4,643-85.9% | $5,150-87.2% | $7,234-90.9% |