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 | $71,401 | $51,638+38.3% | $68,368+4.4% | $82,448-13.4% |
| Participation rate | 84.1% | 63.6%+20.5pp | 73.8%+10.3pp | 68.1%+16.0pp |
| Annual return | 16.03% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,818 | $2,047-11.2% | $2,649-31.4% | $2,551-28.7% |
| Participant deferral / active EE | $4,482 | $2,914+53.8% | $4,123+8.7% | $4,139+8.3% |
| Admin fee / account holder | $12,463 | $4,643+168.4% | $5,150+142.0% | $7,234+72.3% |