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 | $67,215 | $65,409+2.8% | $98,442-31.7% | $85,850-21.7% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.3%+5.7pp |
| Annual return | 15.09% | 21.76%-6.7pp | 1492.73%-1477.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $5,109 | $2,168+135.7% | $2,960+72.6% | $2,565+99.2% |
| Participant deferral / active EE | $4,830 | $3,166+52.5% | $4,276+12.9% | $3,952+22.2% |
| Admin fee / account holder | $15,788 | $4,593+243.8% | $5,949+165.4% | $6,260+152.2% |