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 | $83,311 | $74,888+11.2% | $71,209+17.0% | $142,382-41.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 14.13% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,838 | $2,854-0.6% | $2,721+4.3% | $4,299-34.0% |
| Participant deferral / active EE | $3,351 | $4,454-24.8% | $4,175-19.7% | $6,507-48.5% |
| Admin fee / account holder | $2,167 | $5,568-61.1% | $5,349-59.5% | $12,624-82.8% |