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 | $53,582 | $63,346-15.4% | $92,233-41.9% | $70,131-23.6% |
| Participation rate | 72.5% | 68.7%+3.8pp | 76.5%-4.0pp | 69.5%+3.0pp |
| Annual return | 16.15% | 530.12%-514.0pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,053 | $2,471-16.9% | $3,679-44.2% | $2,342-12.3% |
| Participant deferral / active EE | $4,094 | $2,854+43.5% | $3,897+5.1% | $3,332+22.9% |
| Admin fee / account holder | $793 | $3,840-79.4% | $5,194-84.7% | $4,645-82.9% |