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 | $64,765 | $65,409-1.0% | $98,442-34.2% | $85,850-24.6% |
| Participation rate | 88.5% | 65.0%+23.5pp | 73.3%+15.1pp | 69.3%+19.1pp |
| Annual return | 30.17% | 21.76%+8.4pp | 1492.73%-1462.6pp | 318.53%-288.4pp |
| Employer contribution / active EE | $2,395 | $2,168+10.5% | $2,960-19.1% | $2,565-6.6% |
| Participant deferral / active EE | $4,482 | $3,166+41.5% | $4,276+4.8% | $3,952+13.4% |
| Admin fee / account holder | $2,932 | $4,593-36.2% | $5,949-50.7% | $6,260-53.2% |