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 | $86,542 | $63,346+36.6% | $92,233-6.2% | $70,131+23.4% |
| Participation rate | 97.2% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.7pp |
| Annual return | 16.25% | 530.12%-513.9pp | 176.28%-160.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,251 | $2,471-8.9% | $3,679-38.8% | $2,342-3.9% |
| Participant deferral / active EE | $3,730 | $2,854+30.7% | $3,897-4.3% | $3,332+12.0% |
| Admin fee / account holder | $3,232 | $3,840-15.8% | $5,194-37.8% | $4,645-30.4% |