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 | $82,137 | $63,346+29.7% | $92,233-10.9% | $70,131+17.1% |
| Participation rate | 70.8% | 68.7%+2.2pp | 76.5%-5.6pp | 69.5%+1.3pp |
| Annual return | 13.48% | 530.12%-516.6pp | 176.28%-162.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,534 | $2,471-37.9% | $3,679-58.3% | $2,342-34.5% |
| Participant deferral / active EE | $3,789 | $2,854+32.8% | $3,897-2.8% | $3,332+13.7% |
| Admin fee / account holder | $5,456 | $3,840+42.1% | $5,194+5.0% | $4,645+17.4% |