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 | $62,667 | $74,888-16.3% | $71,209-12.0% | $142,382-56.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 20.35% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,745 | $2,854-38.9% | $2,721-35.9% | $4,299-59.4% |
| Participant deferral / active EE | $5,757 | $4,454+29.2% | $4,175+37.9% | $6,507-11.5% |
| Admin fee / account holder | $613 | $5,568-89.0% | $5,349-88.5% | $12,624-95.1% |