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 | $77,236 | $70,428+9.7% | $96,562-20.0% | $85,850-10.0% |
| Participation rate | 84.5% | 61.8%+22.7pp | 69.8%+14.7pp | 69.3%+15.2pp |
| Annual return | 16.78% | 18.59%-1.8pp | 37.78%-21.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,041 | $1,413-26.3% | $2,356-55.8% | $2,565-59.4% |
| Participant deferral / active EE | $4,635 | $2,894+60.2% | $3,849+20.4% | $3,952+17.3% |
| Admin fee / account holder | $7,887 | $4,997+57.8% | $6,181+27.6% | $6,260+26.0% |