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 | $58,234+8.5% | $81,783-22.7% | $80,874-21.9% |
| Participation rate | 92.1% | 63.4%+28.7pp | 72.4%+19.8pp | 67.6%+24.5pp |
| Annual return | 16.59% | 41.70%-25.1pp | 775.05%-758.5pp | 35.62%-19.0pp |
| Employer contribution / active EE | $2,105 | $2,341-10.1% | $2,913-27.7% | $2,756-23.6% |
| Participant deferral / active EE | $4,343 | $3,283+32.3% | $4,320+0.5% | $4,297+1.1% |
| Admin fee / account holder | $2,615 | $4,982-47.5% | $7,380-64.6% | $6,935-62.3% |