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 | $70,915 | $58,694+20.8% | $142,863-50.4% | $85,850-17.4% |
| Participation rate | 85.7% | 58.5%+27.2pp | 71.9%+13.8pp | 69.3%+16.4pp |
| Annual return | 16.10% | 27.72%-11.6pp | 5637.54%-5621.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,312 | $1,423-7.8% | $4,144-68.3% | $2,565-48.8% |
| Participant deferral / active EE | $2,737 | $2,607+5.0% | $3,837-28.7% | $3,952-30.7% |
| Admin fee / account holder | $1,314 | $4,239-69.0% | $6,560-80.0% | $6,260-79.0% |