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 | $70,708 | $63,346+11.6% | $92,233-23.3% | $70,131+0.8% |
| Participation rate | 70.4% | 68.7%+1.7pp | 76.5%-6.1pp | 69.5%+0.8pp |
| Annual return | 16.04% | 530.12%-514.1pp | 176.28%-160.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $5,346 | $2,471+116.4% | $3,679+45.3% | $2,342+128.2% |
| Participant deferral / active EE | $3,043 | $2,854+6.6% | $3,897-21.9% | $3,332-8.7% |
| Admin fee / account holder | $1,081 | $3,840-71.8% | $5,194-79.2% | $4,645-76.7% |