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 | $60,999 | $52,279+16.7% | $89,391-31.8% | $79,858-23.6% |
| Participation rate | 97.4% | 57.5%+39.9pp | 68.0%+29.5pp | 69.6%+27.8pp |
| Annual return | 18.51% | 22.16%-3.7pp | 245.62%-227.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,204 | $1,572+40.2% | $2,586-14.8% | $2,471-10.8% |
| Participant deferral / active EE | $4,558 | $2,740+66.3% | $3,890+17.2% | $3,740+21.9% |
| Admin fee / account holder | $3,492 | $3,356+4.0% | $4,881-28.5% | $5,306-34.2% |