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 | $55,205 | $51,638+6.9% | $68,368-19.3% | $82,448-33.0% |
| Participation rate | 84.1% | 63.6%+20.5pp | 73.8%+10.3pp | 68.1%+16.0pp |
| Annual return | 19.98% | 37.53%-17.6pp | 292.57%-272.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,985 | $2,047+94.7% | $2,649+50.4% | $2,551+56.2% |
| Participant deferral / active EE | $5,572 | $2,914+91.2% | $4,123+35.1% | $4,139+34.6% |
| Admin fee / account holder | $3,670 | $4,643-21.0% | $5,150-28.7% | $7,234-49.3% |