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 | $75,212 | $65,041+15.6% | $90,951-17.3% | $79,858-5.8% |
| Participation rate | 81.0% | 61.6%+19.3pp | 69.0%+11.9pp | 69.6%+11.3pp |
| Annual return | 17.08% | 30.45%-13.4pp | 134.60%-117.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,760 | $1,247+121.3% | $2,122+30.1% | $2,471+11.7% |
| Participant deferral / active EE | $6,023 | $2,512+139.8% | $3,373+78.6% | $3,740+61.1% |
| Admin fee / account holder | $1,007 | $4,536-77.8% | $5,959-83.1% | $5,306-81.0% |