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 | $66,614 | $56,114+18.7% | $96,139-30.7% | $85,850-22.4% |
| Participation rate | 92.3% | 56.7%+35.6pp | 68.4%+23.9pp | 69.3%+23.0pp |
| Annual return | 15.07% | 42.30%-27.2pp | 191.94%-176.9pp | 318.53%-303.5pp |
| Employer contribution / active EE | $3,473 | $1,620+114.4% | $2,797+24.2% | $2,565+35.4% |
| Participant deferral / active EE | $3,617 | $2,859+26.5% | $4,349-16.8% | $3,952-8.5% |
| Admin fee / account holder | $1,249 | $3,768-66.8% | $5,537-77.4% | $6,260-80.0% |