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 | $70,372 | $54,705+28.6% | $71,209-1.2% | $84,808-17.0% |
| Participation rate | 71.9% | 64.1%+7.9pp | 73.8%-1.8pp | 68.3%+3.6pp |
| Annual return | 19.43% | 35.90%-16.5pp | 282.51%-263.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $916 | $2,158-57.6% | $2,721-66.3% | $2,631-65.2% |
| Participant deferral / active EE | $4,547 | $3,030+50.0% | $4,175+8.9% | $4,212+8.0% |
| Admin fee / account holder | $1,644 | $4,863-66.2% | $5,349-69.3% | $7,344-77.6% |