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 | $60,086 | $56,114+7.1% | $96,139-37.5% | $85,850-30.0% |
| Participation rate | 80.5% | 56.7%+23.8pp | 68.4%+12.1pp | 69.3%+11.2pp |
| Annual return | 13.00% | 42.30%-29.3pp | 191.94%-178.9pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,108 | $1,620-31.6% | $2,797-60.4% | $2,565-56.8% |
| Participant deferral / active EE | $2,499 | $2,859-12.6% | $4,349-42.5% | $3,952-36.8% |
| Admin fee / account holder | $3,898 | $3,768+3.5% | $5,537-29.6% | $6,260-37.7% |