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 | $47,479+14.6% | $62,929-13.5% | $82,448-34.0% |
| Participation rate | 86.0% | 66.9%+19.2pp | 73.1%+12.9pp | 68.1%+18.0pp |
| Annual return | 12.15% | 20.34%-8.2pp | 1063.93%-1051.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $4,016 | $1,885+113.0% | $2,505+60.3% | $2,551+57.4% |
| Participant deferral / active EE | $5,230 | $2,870+82.2% | $3,888+34.5% | $4,139+26.3% |
| Admin fee / account holder | $2,711 | $3,804-28.7% | $5,065-46.5% | $7,234-62.5% |