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 | $68,614 | $64,324+6.7% | $118,925-42.3% | $79,858-14.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 17.41% | 86.45%-69.0pp | 35.88%-18.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,120 | $1,836+15.4% | $3,263-35.0% | $2,471-14.2% |
| Participant deferral / active EE | $5,140 | $2,824+82.0% | $4,265+20.5% | $3,740+37.4% |
| Admin fee / account holder | $4,382 | $4,040+8.5% | $6,581-33.4% | $5,306-17.4% |