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 | $89,158 | $63,346+40.7% | $92,233-3.3% | $70,131+27.1% |
| Participation rate | 94.3% | 68.7%+25.6pp | 76.5%+17.8pp | 69.5%+24.7pp |
| Annual return | 36.40% | 530.12%-493.7pp | 176.28%-139.9pp | 73.14%-36.7pp |
| Employer contribution / active EE | $2,491 | $2,471+0.8% | $3,679-32.3% | $2,342+6.3% |
| Participant deferral / active EE | $5,185 | $2,854+81.7% | $3,897+33.0% | $3,332+55.6% |
| Admin fee / account holder | $1,902 | $3,840-50.5% | $5,194-63.4% | $4,645-59.0% |