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 | $71,401 | $54,705+30.5% | $71,209+0.3% | $84,808-15.8% |
| Participation rate | 84.1% | 64.1%+20.0pp | 73.8%+10.3pp | 68.3%+15.8pp |
| Annual return | 16.03% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,818 | $2,158-15.8% | $2,721-33.2% | $2,631-30.9% |
| Participant deferral / active EE | $4,482 | $3,030+47.9% | $4,175+7.3% | $4,212+6.4% |
| Admin fee / account holder | $12,463 | $4,863+156.3% | $5,349+133.0% | $7,344+69.7% |