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 | $79,153 | $102,317-22.6% | $146,958-46.1% | $80,856-2.1% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 15.54% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,874 | $3,713-22.6% | $4,933-41.7% | $2,755+4.3% |
| Participant deferral / active EE | $8,795 | $6,644+32.4% | $8,070+9.0% | $4,296+104.7% |
| Admin fee / account holder | $2,600 | $7,941-67.3% | $12,998-80.0% | $6,918-62.4% |