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 | $92,050 | $102,317-10.0% | $146,958-37.4% | $80,856+13.8% |
| Participation rate | 88.6% | 75.8%+12.7pp | 82.2%+6.4pp | 67.6%+20.9pp |
| Annual return | 20.34% | 134.76%-114.4pp | 418.34%-398.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $2,759 | $3,713-25.7% | $4,933-44.1% | $2,755+0.2% |
| Participant deferral / active EE | $9,823 | $6,644+47.9% | $8,070+21.7% | $4,296+128.7% |
| Admin fee / account holder | $3,390 | $7,941-57.3% | $12,998-73.9% | $6,918-51.0% |