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 | $64,603 | $65,561-1.5% | $86,188-25.0% | $75,163-14.0% |
| Participation rate | 73.8% | 60.5%+13.3pp | 69.0%+4.8pp | 67.2%+6.6pp |
| Annual return | 17.28% | 46.05%-28.8pp | 1168.45%-1151.2pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,459 | $1,553+122.8% | $2,380+45.3% | $2,670+29.6% |
| Participant deferral / active EE | $4,246 | $3,024+40.4% | $3,985+6.5% | $4,125+2.9% |
| Admin fee / account holder | $348 | $5,474-93.6% | $6,852-94.9% | $5,651-93.8% |