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 | $69,565 | $65,409+6.4% | $98,442-29.3% | $85,850-19.0% |
| Participation rate | 73.3% | 65.0%+8.3pp | 73.3%0pp | 69.3%+4.0pp |
| Annual return | 11.76% | 21.76%-10.0pp | 1492.73%-1481.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,880 | $2,168-13.3% | $2,960-36.5% | $2,565-26.7% |
| Participant deferral / active EE | $4,835 | $3,166+52.7% | $4,276+13.1% | $3,952+22.3% |
| Admin fee / account holder | $14,624 | $4,593+218.4% | $5,949+145.8% | $6,260+133.6% |