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 | $64,266 | $53,516+20.1% | $126,539-49.2% | $84,808-24.2% |
| Participation rate | 98.7% | 58.2%+40.4pp | 69.8%+28.9pp | 68.3%+30.4pp |
| Annual return | 16.40% | 58.34%-41.9pp | 425.95%-409.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,770 | $1,535+15.3% | $3,674-51.8% | $2,631-32.7% |
| Participant deferral / active EE | $6,332 | $2,671+137.1% | $4,083+55.1% | $4,212+50.3% |
| Admin fee / account holder | $7,017 | $4,497+56.0% | $6,065+15.7% | $7,344-4.5% |