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 | $69,997 | $100,041-30.0% | $149,718-53.2% | $70,131-0.2% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.1%+0.9pp | 69.5%+18.5pp |
| Annual return | 23.21% | 27.43%-4.2pp | 1501.63%-1478.4pp | 73.14%-49.9pp |
| Employer contribution / active EE | $4,947 | $3,662+35.1% | $5,445-9.1% | $2,342+111.2% |
| Participant deferral / active EE | $3,452 | $4,983-30.7% | $6,569-47.5% | $3,332+3.6% |
| Admin fee / account holder | $3,740 | $8,286-54.9% | $11,283-66.8% | $4,645-19.5% |