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 | $34,111 | $63,346-46.2% | $92,233-63.0% | $70,131-51.4% |
| Participation rate | 92.0% | 68.7%+23.3pp | 76.5%+15.5pp | 69.5%+22.5pp |
| Annual return | 12.88% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,668 | $2,471+8.0% | $3,679-27.5% | $2,342+13.9% |
| Participant deferral / active EE | $3,536 | $2,854+23.9% | $3,897-9.2% | $3,332+6.1% |
| Admin fee / account holder | $1,777 | $3,840-53.7% | $5,194-65.8% | $4,645-61.7% |