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 | $52,333 | $63,346-17.4% | $92,233-43.3% | $70,131-25.4% |
| Participation rate | 97.5% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+28.0pp |
| Annual return | 12.52% | 530.12%-517.6pp | 176.28%-163.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $2,696 | $2,471+9.1% | $3,679-26.7% | $2,342+15.1% |
| Participant deferral / active EE | $2,501 | $2,854-12.4% | $3,897-35.8% | $3,332-24.9% |
| Admin fee / account holder | $721 | $3,840-81.2% | $5,194-86.1% | $4,645-84.5% |