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 | $68,928 | $65,041+6.0% | $90,951-24.2% | $79,858-13.7% |
| Participation rate | 88.0% | 61.6%+26.4pp | 69.0%+19.0pp | 69.6%+18.4pp |
| Annual return | 16.48% | 30.45%-14.0pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $5,611 | $1,247+349.9% | $2,122+164.4% | $2,471+127.1% |
| Participant deferral / active EE | $4,224 | $2,512+68.1% | $3,373+25.2% | $3,740+12.9% |
| Admin fee / account holder | $1,084 | $4,536-76.1% | $5,959-81.8% | $5,306-79.6% |