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 | $68,097+4.8% | $62,929+13.4% | $137,256-48.0% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.0%+10.0pp |
| Annual return | 18.83% | 1859.11%-1840.3pp | 1063.93%-1045.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,515 | $2,811-10.5% | $2,505+0.4% | $4,156-39.5% |
| Participant deferral / active EE | $5,178 | $4,553+13.7% | $3,888+33.2% | $6,407-19.2% |
| Admin fee / account holder | $647 | $6,521-90.1% | $5,065-87.2% | $12,270-94.7% |