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 | $72,410 | $81,625-11.3% | $167,512-56.8% | $74,304-2.5% |
| Participation rate | 79.5% | 60.0%+19.4pp | 77.1%+2.4pp | 60.3%+19.1pp |
| Annual return | 16.83% | 26.09%-9.3pp | 1615.79%-1599.0pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,684 | $2,010+33.5% | $3,882-30.9% | $2,241+19.8% |
| Participant deferral / active EE | $4,631 | $4,115+12.5% | $6,405-27.7% | $3,767+22.9% |
| Admin fee / account holder | $8,802 | $3,474+153.3% | $9,769-9.9% | $2,969+196.5% |