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 | $77,784 | $58,234+33.6% | $81,783-4.9% | $80,874-3.8% |
| Participation rate | 80.8% | 63.4%+17.3pp | 72.4%+8.4pp | 67.6%+13.1pp |
| Annual return | 22.01% | 41.70%-19.7pp | 775.05%-753.0pp | 35.62%-13.6pp |
| Employer contribution / active EE | $1,981 | $2,341-15.4% | $2,913-32.0% | $2,756-28.1% |
| Participant deferral / active EE | $3,174 | $3,283-3.3% | $4,320-26.5% | $4,297-26.1% |
| Admin fee / account holder | $752 | $4,982-84.9% | $7,380-89.8% | $6,935-89.2% |