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 | $77,446 | $58,208+33.1% | $81,812-5.3% | $80,856-4.2% |
| Participation rate | 74.1% | 63.4%+10.7pp | 72.3%+1.7pp | 67.6%+6.4pp |
| Annual return | 15.77% | 41.66%-25.9pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,885 | $2,340+23.3% | $2,912-0.9% | $2,755+4.7% |
| Participant deferral / active EE | $6,877 | $3,281+109.6% | $4,319+59.2% | $4,296+60.1% |
| Admin fee / account holder | $1,631 | $4,981-67.3% | $7,386-77.9% | $6,918-76.4% |