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 | $70,313 | $70,669-0.5% | $169,368-58.5% | $75,163-6.5% |
| Participation rate | 75.0% | 64.8%+10.2pp | 77.1%-2.1pp | 67.2%+7.8pp |
| Annual return | 19.09% | 36.36%-17.3pp | 405.60%-386.5pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,076 | $2,211-51.3% | $4,013-73.2% | $2,670-59.7% |
| Participant deferral / active EE | $1,957 | $4,311-54.6% | $6,221-68.5% | $4,125-52.6% |
| Admin fee / account holder | $2,267 | $5,402-58.0% | $9,003-74.8% | $5,651-59.9% |