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 | $57,738 | $54,705+5.5% | $71,209-18.9% | $84,808-31.9% |
| Participation rate | 97.4% | 64.1%+33.3pp | 73.8%+23.6pp | 68.3%+29.1pp |
| Annual return | 20.63% | 35.90%-15.3pp | 282.51%-261.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,136 | $2,158+45.3% | $2,721+15.2% | $2,631+19.2% |
| Participant deferral / active EE | $6,577 | $3,030+117.0% | $4,175+57.5% | $4,212+56.2% |
| Admin fee / account holder | $1,362 | $4,863-72.0% | $5,349-74.5% | $7,344-81.4% |