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 | $63,703+4.4% | $93,063-28.5% | $82,448-19.3% |
| Participation rate | 97.9% | 63.8%+34.1pp | 72.1%+25.8pp | 68.1%+29.8pp |
| Annual return | 17.36% | -775.43%+792.8pp | 34.15%-16.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $7,245 | $1,729+319.1% | $2,476+192.6% | $2,551+184.0% |
| Participant deferral / active EE | $6,584 | $2,919+125.5% | $3,958+66.3% | $4,139+59.1% |
| Admin fee / account holder | $5,124 | $5,982-14.3% | $6,033-15.1% | $7,234-29.2% |