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 | $84,676 | $63,346+33.7% | $92,233-8.2% | $70,131+20.7% |
| Participation rate | 77.2% | 68.7%+8.5pp | 76.5%+0.7pp | 69.5%+7.7pp |
| Annual return | 16.71% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,660 | $2,471-32.8% | $3,679-54.9% | $2,342-29.1% |
| Participant deferral / active EE | $5,355 | $2,854+87.6% | $3,897+37.4% | $3,332+60.7% |
| Admin fee / account holder | $527 | $3,840-86.3% | $5,194-89.9% | $4,645-88.7% |