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 | $88,860 | $63,346+40.3% | $92,233-3.7% | $70,131+26.7% |
| Participation rate | 87.5% | 68.7%+18.8pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 13.38% | 530.12%-516.7pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,845 | $2,471+55.6% | $3,679+4.5% | $2,342+64.2% |
| Participant deferral / active EE | $5,509 | $2,854+93.0% | $3,897+41.4% | $3,332+65.4% |
| Admin fee / account holder | $2,381 | $3,840-38.0% | $5,194-54.2% | $4,645-48.7% |