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 | $94,252 | $68,346+37.9% | $94,646-0.4% | $75,163+25.4% |
| Participation rate | 76.1% | 76.1%0pp | 80.8%-4.7pp | 67.2%+8.9pp |
| Annual return | 18.33% | 616.93%-598.6pp | 156.71%-138.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,664 | $2,701-1.4% | $3,672-27.4% | $2,670-0.2% |
| Participant deferral / active EE | $4,611 | $6,537-29.5% | $7,418-37.8% | $4,125+11.8% |
| Admin fee / account holder | $2,376 | $5,326-55.4% | $7,231-67.1% | $5,651-57.9% |