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 | $73,791 | $74,888-1.5% | $71,209+3.6% | $142,382-48.2% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.1%+4.9pp |
| Annual return | 14.01% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,810 | $2,854-1.6% | $2,721+3.3% | $4,299-34.6% |
| Participant deferral / active EE | $944 | $4,454-78.8% | $4,175-77.4% | $6,507-85.5% |
| Admin fee / account holder | $1,896 | $5,568-65.9% | $5,349-64.5% | $12,624-85.0% |