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 | $64,860 | $60,124+7.9% | $90,404-28.3% | $79,858-18.8% |
| Participation rate | 71.2% | 65.0%+6.2pp | 72.7%-1.5pp | 69.6%+1.5pp |
| Annual return | 17.60% | 71.94%-54.3pp | 1293.02%-1275.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $705 | $2,068-65.9% | $3,262-78.4% | $2,471-71.5% |
| Participant deferral / active EE | $4,466 | $2,938+52.0% | $3,963+12.7% | $3,740+19.4% |
| Admin fee / account holder | $1,247 | $3,976-68.6% | $5,611-77.8% | $5,306-76.5% |