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 6-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 | $56,888 | $54,705+4.0% | $71,209-20.1% | $84,808-32.9% |
| Participation rate | 98.2% | 64.1%+34.2pp | 73.8%+24.5pp | 68.3%+29.9pp |
| Annual return | 15.36% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,631 | $2,158+68.3% | $2,721+33.5% | $2,631+38.0% |
| Participant deferral / active EE | $6,564 | $3,030+116.6% | $4,175+57.2% | $4,212+55.9% |
| Admin fee / account holder | $3,152 | $4,863-35.2% | $5,349-41.1% | $7,344-57.1% |