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 | $84,532 | $101,618-16.8% | $93,063-9.2% | $137,256-38.4% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 18.02% | 223.95%-205.9pp | 34.15%-16.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,328 | $2,707-14.0% | $2,476-6.0% | $4,156-44.0% |
| Participant deferral / active EE | $2,963 | $4,279-30.8% | $3,958-25.1% | $6,407-53.8% |
| Admin fee / account holder | $678 | $6,198-89.1% | $6,033-88.8% | $12,270-94.5% |