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 | $66,508 | $64,839+2.6% | $95,585-30.4% | $84,808-21.6% |
| Participation rate | 97.9% | 63.8%+34.1pp | 72.1%+25.8pp | 68.3%+29.6pp |
| Annual return | 17.36% | -670.96%+688.3pp | 38.56%-21.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $7,245 | $1,759+311.9% | $2,527+186.7% | $2,631+175.4% |
| Participant deferral / active EE | $6,584 | $2,965+122.1% | $4,023+63.7% | $4,212+56.3% |
| Admin fee / account holder | $5,124 | $5,964-14.1% | $6,127-16.4% | $7,344-30.2% |