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 | $63,865 | $45,566+40.2% | $64,105-0.4% | $59,632+7.1% |
| Participation rate | 84.1% | 60.2%+23.9pp | 68.2%+15.9pp | 68.7%+15.4pp |
| Annual return | 18.76% | 4.95%+13.8pp | 791.24%-772.5pp | 2041.28%-2022.5pp |
| Employer contribution / active EE | $1,073 | $934+14.9% | $1,820-41.0% | $2,203-51.3% |
| Participant deferral / active EE | $2,670 | $2,057+29.8% | $2,822-5.4% | $3,192-16.3% |
| Admin fee / account holder | $6,567 | $3,268+101.0% | $4,499+45.9% | $4,297+52.8% |