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 | $61,728 | $69,515-11.2% | $86,874-28.9% | $85,850-28.1% |
| Participation rate | 84.2% | 66.3%+17.9pp | 71.6%+12.6pp | 69.3%+14.9pp |
| Annual return | 17.17% | 20.12%-3.0pp | 63.52%-46.3pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,350 | $1,880+25.0% | $2,495-5.8% | $2,565-8.4% |
| Participant deferral / active EE | $4,984 | $2,919+70.7% | $3,699+34.7% | $3,952+26.1% |
| Admin fee / account holder | $3,747 | $5,972-37.3% | $5,828-35.7% | $6,260-40.2% |