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 | $67,761 | $54,705+23.9% | $71,209-4.8% | $84,808-20.1% |
| Participation rate | 97.1% | 64.1%+33.1pp | 73.8%+23.4pp | 68.3%+28.8pp |
| Annual return | 23.31% | 35.90%-12.6pp | 282.51%-259.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $6,922 | $2,158+220.8% | $2,721+154.4% | $2,631+163.1% |
| Participant deferral / active EE | $9,700 | $3,030+220.1% | $4,175+132.3% | $4,212+130.3% |
| Admin fee / account holder | $2,127 | $4,863-56.3% | $5,349-60.2% | $7,344-71.0% |