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 | $40,333 | $101,618-60.3% | $93,063-56.7% | $137,256-70.6% |
| Participation rate | 93.3% | 74.9%+18.4pp | 72.1%+21.2pp | 80.0%+13.4pp |
| Annual return | 19.92% | 223.95%-204.0pp | 34.15%-14.2pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,411 | $2,707-10.9% | $2,476-2.6% | $4,156-42.0% |
| Participant deferral / active EE | $5,648 | $4,279+32.0% | $3,958+42.7% | $6,407-11.8% |
| Admin fee / account holder | $5,542 | $6,198-10.6% | $6,033-8.1% | $12,270-54.8% |