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 | $65,024 | $77,419-16.0% | $69,455-6.4% | $152,861-57.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 20.96% | 39.06%-18.1pp | 28.97%-8.0pp | 345.32%-324.4pp |
| Employer contribution / active EE | $8,509 | $3,315+156.7% | $2,779+206.2% | $4,762+78.7% |
| Participant deferral / active EE | $10,581 | $4,414+139.7% | $3,535+199.3% | $5,850+80.9% |
| Admin fee / account holder | $14,618 | $6,207+135.5% | $3,839+280.7% | $11,596+26.1% |