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 | $73,742 | $63,346+16.4% | $92,233-20.0% | $70,131+5.1% |
| Participation rate | 73.0% | 68.7%+4.3pp | 76.5%-3.5pp | 69.5%+3.5pp |
| Annual return | 19.16% | 530.12%-511.0pp | 176.28%-157.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,747 | $2,471-29.3% | $3,679-52.5% | $2,342-25.4% |
| Participant deferral / active EE | $4,468 | $2,854+56.6% | $3,897+14.7% | $3,332+34.1% |
| Admin fee / account holder | $3,092 | $3,840-19.5% | $5,194-40.5% | $4,645-33.4% |