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 | $66,727 | $165,984-59.8% | $164,813-59.5% | $145,922-54.3% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.6%+2.6pp | 80.3%+1.0pp |
| Annual return | 21.51% | 100.03%-78.5pp | 69.93%-48.4pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,819 | $5,273-46.5% | $4,341-35.1% | $4,660-39.5% |
| Participant deferral / active EE | $8,607 | $6,959+23.7% | $6,031+42.7% | $6,688+28.7% |
| Admin fee / account holder | $1,371 | $16,648-91.8% | $12,690-89.2% | $13,397-89.8% |