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 | $64,680 | $63,346+2.1% | $92,233-29.9% | $70,131-7.8% |
| Participation rate | 75.9% | 68.7%+7.3pp | 76.5%-0.6pp | 69.5%+6.4pp |
| Annual return | 17.97% | 530.12%-512.1pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,420 | $2,471-2.1% | $3,679-34.2% | $2,342+3.3% |
| Participant deferral / active EE | $5,058 | $2,854+77.3% | $3,897+29.8% | $3,332+51.8% |
| Admin fee / account holder | $1,282 | $3,840-66.6% | $5,194-75.3% | $4,645-72.4% |