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 | $66,036 | $112,881-41.5% | $90,951-27.4% | $158,922-58.4% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 18.46% | 215.79%-197.3pp | 134.60%-116.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,279 | $2,893-21.2% | $2,122+7.4% | $4,761-52.1% |
| Participant deferral / active EE | $11,100 | $4,128+168.9% | $3,373+229.1% | $5,982+85.6% |
| Admin fee / account holder | $1,323 | $8,041-83.5% | $5,959-77.8% | $11,246-88.2% |