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 | $28,447 | $98,240-71.0% | $82,313-65.4% | $147,584-80.7% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 20.34% | 30.85%-10.5pp | 25.88%-5.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,906 | $3,192-9.0% | $2,428+19.7% | $4,876-40.4% |
| Participant deferral / active EE | $4,413 | $4,383+0.7% | $3,706+19.1% | $5,439-18.9% |
| Admin fee / account holder | $6,744 | $8,563-21.2% | $5,608+20.3% | $10,885-38.0% |