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 | $59,250 | $53,127+11.5% | $86,590-31.6% | $70,131-15.5% |
| Participation rate | 82.9% | 65.3%+17.5pp | 73.5%+9.3pp | 69.5%+13.3pp |
| Annual return | 15.41% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,571 | $2,068-24.0% | $2,839-44.7% | $2,342-32.9% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,053 | $3,585+68.8% | $4,906+23.4% | $4,645+30.3% |