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 | $64,166 | $63,861+0.5% | $104,607-38.7% | $79,858-19.6% |
| Participation rate | 97.1% | 64.9%+32.2pp | 74.1%+23.1pp | 69.6%+27.5pp |
| Annual return | 16.31% | 21.30%-5.0pp | 340.46%-324.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,837 | $1,588+141.6% | $2,681+43.2% | $2,471+55.3% |
| Participant deferral / active EE | $2,987 | $2,693+10.9% | $3,740-20.1% | $3,740-20.1% |
| Admin fee / account holder | $482 | $4,185-88.5% | $6,473-92.6% | $5,306-90.9% |