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 | $59,865 | $53,127+12.7% | $86,590-30.9% | $70,131-14.6% |
| Participation rate | 85.7% | 65.3%+20.4pp | 73.5%+12.2pp | 69.5%+16.2pp |
| Annual return | 15.76% | 27.66%-11.9pp | 964.84%-949.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,617 | $2,068-21.8% | $2,839-43.1% | $2,342-31.0% |
| Participant deferral / active EE | $1,323 | $2,696-50.9% | $3,609-63.3% | $3,332-60.3% |
| Admin fee / account holder | $822 | $3,585-77.1% | $4,906-83.3% | $4,645-82.3% |