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 | $56,597 | $48,046+17.8% | $84,611-33.1% | $72,985-22.5% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 22.84% | 37.38%-14.5pp | 258.74%-235.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,136 | $1,602+33.3% | $2,652-19.5% | $2,440-12.5% |
| Participant deferral / active EE | $5,779 | $2,680+115.6% | $3,899+48.2% | $3,607+60.2% |
| Admin fee / account holder | $611 | $3,395-82.0% | $4,912-87.6% | $5,124-88.1% |