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 | $59,173 | $58,208+1.7% | $81,812-27.7% | $80,856-26.8% |
| Participation rate | 73.2% | 63.4%+9.8pp | 72.3%+0.8pp | 67.6%+5.5pp |
| Annual return | 14.71% | 41.66%-27.0pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,822 | $2,340-22.1% | $2,912-37.4% | $2,755-33.8% |
| Participant deferral / active EE | $7,017 | $3,281+113.9% | $4,319+62.5% | $4,296+63.4% |
| Admin fee / account holder | $6,666 | $4,981+33.8% | $7,386-9.7% | $6,918-3.6% |