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 | $73,984 | $67,823+9.1% | $52,425+41.1% | $137,256-46.1% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 14.89% | 219.11%-204.2pp | 302.12%-287.2pp | 220.34%-205.5pp |
| Employer contribution / active EE | $547 | $1,163-53.0% | $914-40.2% | $4,156-86.8% |
| Participant deferral / active EE | $1,813 | $2,288-20.8% | $1,790+1.2% | $6,407-71.7% |
| Admin fee / account holder | $1,505 | $2,844-47.1% | $2,495-39.7% | $12,270-87.7% |