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 | $65,881 | $48,230+36.6% | $67,502-2.4% | $80,856-18.5% |
| Participation rate | 83.3% | 66.4%+17.0pp | 72.9%+10.5pp | 67.6%+15.7pp |
| Annual return | 13.54% | 18.28%-4.7pp | 3512.12%-3498.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,041 | $2,020+100.1% | $2,731+48.0% | $2,755+46.7% |
| Participant deferral / active EE | $5,177 | $2,924+77.1% | $4,000+29.4% | $4,296+20.5% |
| Admin fee / account holder | $5,780 | $3,681+57.0% | $3,998+44.6% | $6,918-16.4% |