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 | $72,499 | $74,888-3.2% | $71,209+1.8% | $142,382-49.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.07% | 345.14%-327.1pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,810 | $2,854-36.6% | $2,721-33.5% | $4,299-57.9% |
| Participant deferral / active EE | $2,127 | $4,454-52.2% | $4,175-49.1% | $6,507-67.3% |
| Admin fee / account holder | $356 | $5,568-93.6% | $5,349-93.3% | $12,624-97.2% |