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 | $103,076 | $52,279+97.2% | $89,391+15.3% | $79,858+29.1% |
| Participation rate | 72.2% | 57.5%+14.7pp | 68.0%+4.2pp | 69.6%+2.6pp |
| Annual return | 17.58% | 22.16%-4.6pp | 245.62%-228.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,533 | $1,572-2.4% | $2,586-40.7% | $2,471-37.9% |
| Participant deferral / active EE | $3,183 | $2,740+16.2% | $3,890-18.2% | $3,740-14.9% |
| Admin fee / account holder | $2,048 | $3,356-39.0% | $4,881-58.0% | $5,306-61.4% |