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 | $87,539 | $58,208+50.4% | $81,812+7.0% | $80,856+8.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 17.06% | 41.66%-24.6pp | 773.79%-756.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $769 | $2,340-67.2% | $2,912-73.6% | $2,755-72.1% |
| Participant deferral / active EE | $5,161 | $3,281+57.3% | $4,319+19.5% | $4,296+20.1% |
| Admin fee / account holder | $4,212 | $4,981-15.4% | $7,386-43.0% | $6,918-39.1% |