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 | $77,467 | $74,888+3.4% | $71,209+8.8% | $142,382-45.6% |
| Participation rate | 87.0% | 76.2%+10.7pp | 73.8%+13.2pp | 80.1%+6.8pp |
| Annual return | 13.48% | 345.14%-331.7pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,683 | $2,854+29.0% | $2,721+35.4% | $4,299-14.3% |
| Participant deferral / active EE | $2,655 | $4,454-40.4% | $4,175-36.4% | $6,507-59.2% |
| Admin fee / account holder | $997 | $5,568-82.1% | $5,349-81.4% | $12,624-92.1% |