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 | $65,621 | $95,971-31.6% | $74,550-12.0% | $135,375-51.5% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | 13.16% | 56.96%-43.8pp | 32.53%-19.4pp | 519.73%-506.6pp |
| Employer contribution / active EE | $1,118 | $2,716-58.8% | $1,961-43.0% | $4,779-76.6% |
| Participant deferral / active EE | $3,267 | $3,843-15.0% | $3,108+5.1% | $5,609-41.8% |
| Admin fee / account holder | $2,386 | $6,522-63.4% | $5,060-52.8% | $10,827-78.0% |