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 | $88,745 | $63,346+40.1% | $92,233-3.8% | $70,131+26.5% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 17.79% | 530.12%-512.3pp | 176.28%-158.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,153 | $2,471-12.9% | $3,679-41.5% | $2,342-8.1% |
| Participant deferral / active EE | $4,121 | $2,854+44.4% | $3,897+5.8% | $3,332+23.7% |
| Admin fee / account holder | $2,418 | $3,840-37.0% | $5,194-53.4% | $4,645-47.9% |