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 | $82,938 | $52,279+58.6% | $89,391-7.2% | $79,858+3.9% |
| Participation rate | 84.1% | 57.5%+26.6pp | 68.0%+16.2pp | 69.6%+14.5pp |
| Annual return | 14.57% | 22.16%-7.6pp | 245.62%-231.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,068 | $1,572+31.6% | $2,586-20.0% | $2,471-16.3% |
| Participant deferral / active EE | $4,194 | $2,740+53.0% | $3,890+7.8% | $3,740+12.1% |
| Admin fee / account holder | $5,538 | $3,356+65.0% | $4,881+13.5% | $5,306+4.4% |