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 | $83,766 | $63,346+32.2% | $92,233-9.2% | $70,131+19.4% |
| Participation rate | 72.4% | 68.7%+3.7pp | 76.5%-4.1pp | 69.5%+2.9pp |
| Annual return | 20.04% | 530.12%-510.1pp | 176.28%-156.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,280 | $2,471+32.7% | $3,679-10.8% | $2,342+40.0% |
| Participant deferral / active EE | $7,633 | $2,854+167.5% | $3,897+95.9% | $3,332+129.1% |
| Admin fee / account holder | $884 | $3,840-77.0% | $5,194-83.0% | $4,645-81.0% |