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 | $54,413 | $48,795+11.5% | $65,493-16.9% | $84,808-35.8% |
| Participation rate | 86.0% | 67.0%+19.1pp | 73.1%+13.0pp | 68.3%+17.7pp |
| Annual return | 12.15% | 20.20%-8.1pp | 982.45%-970.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $4,016 | $1,930+108.1% | $2,574+56.0% | $2,631+52.6% |
| Participant deferral / active EE | $5,230 | $2,928+78.6% | $3,961+32.0% | $4,212+24.2% |
| Admin fee / account holder | $2,711 | $3,877-30.1% | $5,028-46.1% | $7,344-63.1% |