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 | $75,366 | $63,861+18.0% | $104,607-28.0% | $79,858-5.6% |
| Participation rate | 96.1% | 64.9%+31.2pp | 74.1%+22.0pp | 69.6%+26.4pp |
| Annual return | 25.09% | 21.30%+3.8pp | 340.46%-315.4pp | 31.71%-6.6pp |
| Employer contribution / active EE | $1,765 | $1,588+11.1% | $2,681-34.2% | $2,471-28.6% |
| Participant deferral / active EE | $4,374 | $2,693+62.4% | $3,740+17.0% | $3,740+17.0% |
| Admin fee / account holder | $13,479 | $4,185+222.1% | $6,473+108.2% | $5,306+154.0% |