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 | $66,265 | $48,795+35.8% | $65,493+1.2% | $84,808-21.9% |
| Participation rate | 98.0% | 67.0%+31.0pp | 73.1%+24.9pp | 68.3%+29.7pp |
| Annual return | 16.42% | 20.20%-3.8pp | 982.45%-966.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,737 | $1,930+93.7% | $2,574+45.2% | $2,631+42.0% |
| Participant deferral / active EE | $5,317 | $2,928+81.6% | $3,961+34.2% | $4,212+26.3% |
| Admin fee / account holder | $1,603 | $3,877-58.6% | $5,028-68.1% | $7,344-78.2% |