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 | $103,033 | $72,071+43.0% | $68,368+50.7% | $137,256-24.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 20.07% | 353.14%-333.1pp | 292.57%-272.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,857 | $2,788-33.4% | $2,649-29.9% | $4,156-55.3% |
| Participant deferral / active EE | $4,515 | $4,410+2.4% | $4,123+9.5% | $6,407-29.5% |
| Admin fee / account holder | $1,283 | $5,336-75.9% | $5,150-75.1% | $12,270-89.5% |