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 | $79,976 | $58,208+37.4% | $81,812-2.2% | $80,856-1.1% |
| Participation rate | 87.1% | 63.4%+23.7pp | 72.3%+14.8pp | 67.6%+19.5pp |
| Annual return | 14.82% | 41.66%-26.8pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $858 | $2,340-63.3% | $2,912-70.5% | $2,755-68.9% |
| Participant deferral / active EE | $5,106 | $3,281+55.6% | $4,319+18.2% | $4,296+18.9% |
| Admin fee / account holder | $1,168 | $4,981-76.5% | $7,386-84.2% | $6,918-83.1% |