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 | $61,756 | $58,208+6.1% | $81,812-24.5% | $80,856-23.6% |
| Participation rate | 91.3% | 63.4%+27.8pp | 72.3%+18.9pp | 67.6%+23.6pp |
| Annual return | 11.47% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,317 | $2,340-43.7% | $2,912-54.8% | $2,755-52.2% |
| Participant deferral / active EE | $3,433 | $3,281+4.6% | $4,319-20.5% | $4,296-20.1% |
| Admin fee / account holder | $1,557 | $4,981-68.8% | $7,386-78.9% | $6,918-77.5% |