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 5-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 | $57,116 | $65,561-12.9% | $86,188-33.7% | $75,163-24.0% |
| Participation rate | 75.9% | 60.5%+15.4pp | 69.0%+6.9pp | 67.2%+8.7pp |
| Annual return | 16.72% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,939 | $1,553+89.3% | $2,380+23.5% | $2,670+10.1% |
| Participant deferral / active EE | $6,336 | $3,024+109.5% | $3,985+59.0% | $4,125+53.6% |
| Admin fee / account holder | $2,566 | $5,474-53.1% | $6,852-62.6% | $5,651-54.6% |