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 | $63,191 | $58,208+8.6% | $81,812-22.8% | $80,856-21.8% |
| Participation rate | 92.1% | 63.4%+28.7pp | 72.3%+19.8pp | 67.6%+24.5pp |
| Annual return | 16.59% | 41.66%-25.1pp | 773.79%-757.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,105 | $2,340-10.1% | $2,912-27.7% | $2,755-23.6% |
| Participant deferral / active EE | $4,343 | $3,281+32.4% | $4,319+0.6% | $4,296+1.1% |
| Admin fee / account holder | $2,615 | $4,981-47.5% | $7,386-64.6% | $6,918-62.2% |