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 | $64,851 | $60,124+7.9% | $90,404-28.3% | $79,858-18.8% |
| Participation rate | 73.3% | 65.0%+8.4pp | 72.7%+0.7pp | 69.6%+3.7pp |
| Annual return | 15.01% | 71.94%-56.9pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $539 | $2,068-73.9% | $3,262-83.5% | $2,471-78.2% |
| Participant deferral / active EE | $3,107 | $2,938+5.7% | $3,963-21.6% | $3,740-16.9% |
| Admin fee / account holder | $1,666 | $3,976-58.1% | $5,611-70.3% | $5,306-68.6% |