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 4-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 | $67,927 | $63,346+7.2% | $92,233-26.4% | $70,131-3.1% |
| Participation rate | 87.3% | 68.7%+18.6pp | 76.5%+10.8pp | 69.5%+17.7pp |
| Annual return | 25.54% | 530.12%-504.6pp | 176.28%-150.7pp | 73.14%-47.6pp |
| Employer contribution / active EE | $2,837 | $2,471+14.8% | $3,679-22.9% | $2,342+21.1% |
| Participant deferral / active EE | $5,450 | $2,854+91.0% | $3,897+39.9% | $3,332+63.6% |
| Admin fee / account holder | $1,938 | $3,840-49.5% | $5,194-62.7% | $4,645-58.3% |