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 4-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 | $74,272 | $74,888-0.8% | $71,209+4.3% | $142,382-47.8% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 19.54% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,333 | $2,854+16.8% | $2,721+22.5% | $4,299-22.5% |
| Participant deferral / active EE | $10,431 | $4,454+134.2% | $4,175+149.8% | $6,507+60.3% |
| Admin fee / account holder | $2,767 | $5,568-50.3% | $5,349-48.3% | $12,624-78.1% |