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 | $80,951 | $58,208+39.1% | $81,812-1.1% | $80,856+0.1% |
| Participation rate | 82.1% | 63.4%+18.7pp | 72.3%+9.8pp | 67.6%+14.5pp |
| Annual return | 16.12% | 41.66%-25.5pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,000 | $3,281+113.4% | $4,319+62.1% | $4,296+62.9% |
| Admin fee / account holder | $3,368 | $4,981-32.4% | $7,386-54.4% | $6,918-51.3% |