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 | $63,313 | $77,314-18.1% | $177,989-64.4% | $80,856-21.7% |
| Participation rate | 93.9% | 65.7%+28.2pp | 77.1%+16.9pp | 67.6%+26.3pp |
| Annual return | 13.33% | 18.09%-4.8pp | 294.48%-281.2pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,946 | $2,292+115.8% | $3,949+25.3% | $2,755+79.5% |
| Participant deferral / active EE | $11,559 | $4,411+162.1% | $6,276+84.2% | $4,296+169.1% |
| Admin fee / account holder | $7,868 | $7,191+9.4% | $10,363-24.1% | $6,918+13.7% |