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 | $76,138 | $63,703+19.5% | $93,063-18.2% | $82,448-7.7% |
| Participation rate | 82.1% | 63.8%+18.3pp | 72.1%+10.0pp | 68.1%+14.1pp |
| Annual return | 14.57% | -775.43%+790.0pp | 34.15%-19.6pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,490 | $1,729+44.0% | $2,476+0.5% | $2,551-2.4% |
| Participant deferral / active EE | $4,276 | $2,919+46.5% | $3,958+8.0% | $4,139+3.3% |
| Admin fee / account holder | $431 | $5,982-92.8% | $6,033-92.9% | $7,234-94.0% |