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 | $68,803 | $58,208+18.2% | $81,812-15.9% | $80,856-14.9% |
| Participation rate | 72.7% | 63.4%+9.3pp | 72.3%+0.4pp | 67.6%+5.1pp |
| Annual return | 14.05% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,505 | $2,340+7.1% | $2,912-14.0% | $2,755-9.1% |
| Participant deferral / active EE | $4,822 | $3,281+47.0% | $4,319+11.7% | $4,296+12.2% |
| Admin fee / account holder | $1,776 | $4,981-64.4% | $7,386-76.0% | $6,918-74.3% |