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 | $67,527 | $58,694+15.0% | $142,863-52.7% | $85,850-21.3% |
| Participation rate | 81.6% | 58.5%+23.2pp | 71.9%+9.7pp | 69.3%+12.3pp |
| Annual return | 14.40% | 27.72%-13.3pp | 5637.54%-5623.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $966 | $1,423-32.1% | $4,144-76.7% | $2,565-62.3% |
| Participant deferral / active EE | $2,755 | $2,607+5.7% | $3,837-28.2% | $3,952-30.3% |
| Admin fee / account holder | $3,424 | $4,239-19.2% | $6,560-47.8% | $6,260-45.3% |