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 | $70,672 | $58,208+21.4% | $81,812-13.6% | $80,856-12.6% |
| Participation rate | 93.2% | 63.4%+29.7pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 17.11% | 41.66%-24.5pp | 773.79%-756.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $6,830 | $2,340+191.9% | $2,912+134.5% | $2,755+147.9% |
| Participant deferral / active EE | $6,943 | $3,281+111.6% | $4,319+60.8% | $4,296+61.6% |
| Admin fee / account holder | $994 | $4,981-80.0% | $7,386-86.5% | $6,918-85.6% |