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 | $94,260 | $68,346+37.9% | $94,646-0.4% | $75,163+25.4% |
| Participation rate | 70.4% | 76.1%-5.7pp | 80.8%-10.5pp | 67.2%+3.2pp |
| Annual return | 17.30% | 616.93%-599.6pp | 156.71%-139.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $849 | $2,701-68.6% | $3,672-76.9% | $2,670-68.2% |
| Participant deferral / active EE | $5,441 | $6,537-16.8% | $7,418-26.7% | $4,125+31.9% |
| Admin fee / account holder | $2,416 | $5,326-54.6% | $7,231-66.6% | $5,651-57.2% |