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 | $56,174 | $58,208-3.5% | $81,812-31.3% | $80,856-30.5% |
| Participation rate | 89.6% | 63.4%+26.2pp | 72.3%+17.2pp | 67.6%+21.9pp |
| Annual return | 16.09% | 41.66%-25.6pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,838 | $2,340-21.4% | $2,912-36.9% | $2,755-33.3% |
| Participant deferral / active EE | $3,596 | $3,281+9.6% | $4,319-16.7% | $4,296-16.3% |
| Admin fee / account holder | $2,816 | $4,981-43.5% | $7,386-61.9% | $6,918-59.3% |