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 5-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 | $71,255 | $114,381-37.7% | $107,525-33.7% | $142,382-50.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.40% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,752 | $4,015-6.6% | $3,7540% | $4,299-12.7% |
| Participant deferral / active EE | $11,314 | $5,564+103.3% | $5,116+121.2% | $6,507+73.9% |
| Admin fee / account holder | $1,345 | $9,860-86.4% | $8,919-84.9% | $12,624-89.3% |