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 | $71,391 | $70,756+0.9% | $65,493+9.0% | $142,382-49.9% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 18.83% | 1754.89%-1736.1pp | 982.45%-963.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,515 | $2,881-12.7% | $2,574-2.3% | $4,299-41.5% |
| Participant deferral / active EE | $5,178 | $4,637+11.7% | $3,961+30.7% | $6,507-20.4% |
| Admin fee / account holder | $647 | $6,559-90.1% | $5,028-87.1% | $12,624-94.9% |