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 | $70,385 | $48,364+45.5% | $71,796-2.0% | $62,891+11.9% |
| Participation rate | 80.8% | 60.6%+20.1pp | 69.1%+11.7pp | 69.3%+11.5pp |
| Annual return | 10.66% | 13.16%-2.5pp | 78.04%-67.4pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,007 | $2,091+43.8% | $2,794+7.6% | $3,203-6.1% |
| Admin fee / account holder | $3,391 | $3,771-10.1% | $4,815-29.6% | $4,296-21.1% |