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 | $70,281 | $63,346+10.9% | $92,233-23.8% | $70,131+0.2% |
| Participation rate | 95.0% | 68.7%+26.3pp | 76.5%+18.5pp | 69.5%+25.5pp |
| Annual return | 16.02% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,119 | $2,471+26.2% | $3,679-15.2% | $2,342+33.2% |
| Participant deferral / active EE | $2,748 | $2,854-3.7% | $3,897-29.5% | $3,332-17.5% |
| Admin fee / account holder | $1,015 | $3,840-73.6% | $5,194-80.5% | $4,645-78.2% |