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 | $61,174 | $48,230+26.8% | $67,502-9.4% | $80,856-24.3% |
| Participation rate | 86.1% | 66.4%+19.7pp | 72.9%+13.2pp | 67.6%+18.5pp |
| Annual return | 14.62% | 18.28%-3.7pp | 3512.12%-3497.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,355 | $2,924+49.0% | $4,000+8.9% | $4,296+1.4% |
| Admin fee / account holder | $4,378 | $3,681+18.9% | $3,998+9.5% | $6,918-36.7% |