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 | $62,685 | $91,552-31.5% | $133,956-53.2% | $79,858-21.5% |
| Participation rate | 97.8% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.1pp |
| Annual return | 20.13% | 61.85%-41.7pp | 45.09%-25.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,482 | $2,384+4.1% | $3,919-36.7% | $2,471+0.5% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,853 | $6,321-54.9% | $8,927-68.0% | $5,306-46.2% |