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 | $27,706 | $63,346-56.3% | $92,233-70.0% | $70,131-60.5% |
| Participation rate | 78.6% | 68.7%+9.9pp | 76.5%+2.1pp | 69.5%+9.0pp |
| Annual return | 22.07% | 530.12%-508.0pp | 176.28%-154.2pp | 73.14%-51.1pp |
| Employer contribution / active EE | $2,875 | $2,471+16.3% | $3,679-21.9% | $2,342+22.7% |
| Participant deferral / active EE | $2,731 | $2,854-4.3% | $3,897-29.9% | $3,332-18.0% |
| Admin fee / account holder | $344 | $3,840-91.0% | $5,194-93.4% | $4,645-92.6% |