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 | $57,785 | $63,346-8.8% | $92,233-37.3% | $70,131-17.6% |
| Participation rate | 86.1% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.6pp |
| Annual return | 16.11% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,655 | $2,471+7.4% | $3,679-27.8% | $2,342+13.3% |
| Participant deferral / active EE | $5,098 | $2,854+78.6% | $3,897+30.8% | $3,332+53.0% |
| Admin fee / account holder | $3,305 | $3,840-13.9% | $5,194-36.4% | $4,645-28.9% |