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 | $63,774 | $63,346+0.7% | $92,233-30.9% | $70,131-9.1% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.2pp |
| Annual return | 15.83% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,733 | $2,471+91.5% | $3,679+28.6% | $2,342+102.1% |
| Participant deferral / active EE | $2,270 | $2,854-20.4% | $3,897-41.7% | $3,332-31.9% |
| Admin fee / account holder | $8,703 | $3,840+126.6% | $5,194+67.6% | $4,645+87.3% |