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 | $64,716 | $58,208+11.2% | $81,812-20.9% | $80,856-20.0% |
| Participation rate | 92.1% | 63.4%+28.7pp | 72.3%+19.8pp | 67.6%+24.5pp |
| Annual return | 10.84% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,036 | $2,340-13.0% | $2,912-30.1% | $2,755-26.1% |
| Participant deferral / active EE | $5,904 | $3,281+79.9% | $4,319+36.7% | $4,296+37.4% |
| Admin fee / account holder | $4,536 | $4,981-8.9% | $7,386-38.6% | $6,918-34.4% |