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 | $56,194 | $50,637+11.0% | $86,590-35.1% | $62,292-9.8% |
| Participation rate | 73.3% | 67.9%+5.4pp | 73.5%-0.3pp | 69.5%+3.8pp |
| Annual return | 16.38% | 20.80%-4.4pp | 964.84%-948.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,051 | $2,075-49.4% | $2,839-63.0% | $2,042-48.5% |
| Participant deferral / active EE | $3,201 | $2,611+22.6% | $3,609-11.3% | $3,169+1.0% |
| Admin fee / account holder | $2,442 | $413+490.8% | $4,906-50.2% | $479+409.4% |