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 | $58,707 | $74,888-21.6% | $71,209-17.6% | $142,382-58.8% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 24.25% | 345.14%-320.9pp | 282.51%-258.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $4,876 | $2,854+70.8% | $2,721+79.2% | $4,299+13.4% |
| Participant deferral / active EE | $6,206 | $4,454+39.3% | $4,175+48.7% | $6,507-4.6% |
| Admin fee / account holder | $8,657 | $5,568+55.5% | $5,349+61.8% | $12,624-31.4% |