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 | $65,058 | $69,207-6.0% | $64,056+1.6% | $139,434-53.3% |
| Participation rate | 94.7% | 75.6%+19.1pp | 72.3%+22.4pp | 80.3%+14.4pp |
| Annual return | 16.16% | 45.88%-29.7pp | 33.69%-17.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,661 | $3,182+15.0% | $2,747+33.3% | $4,751-22.9% |
| Participant deferral / active EE | $7,289 | $4,682+55.7% | $3,880+87.8% | $6,710+8.6% |
| Admin fee / account holder | $12,881 | $4,244+203.5% | $3,068+319.8% | $11,403+13.0% |