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 | $76,738 | $156,846-51.1% | $121,098-36.6% | $139,434-45.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 18.12% | 1474.56%-1456.4pp | 985.75%-967.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,667 | $5,536-51.8% | $4,164-36.0% | $4,751-43.9% |
| Participant deferral / active EE | $7,203 | $4,844+48.7% | $4,080+76.6% | $6,710+7.4% |
| Admin fee / account holder | $1,605 | $6,946-76.9% | $5,644-71.6% | $11,403-85.9% |