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 | $92,546 | $63,346+46.1% | $92,233+0.3% | $70,131+32.0% |
| Participation rate | 78.3% | 68.7%+9.6pp | 76.5%+1.8pp | 69.5%+8.7pp |
| Annual return | 17.15% | 530.12%-513.0pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $655 | $2,471-73.5% | $3,679-82.2% | $2,342-72.0% |
| Participant deferral / active EE | $1,862 | $2,854-34.8% | $3,897-52.2% | $3,332-44.1% |
| Admin fee / account holder | $2,421 | $3,840-37.0% | $5,194-53.4% | $4,645-47.9% |