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 | $71,341 | $63,346+12.6% | $92,233-22.7% | $70,131+1.7% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 17.63% | 530.12%-512.5pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,217 | $2,471-50.7% | $3,679-66.9% | $2,342-48.0% |
| Participant deferral / active EE | $3,625 | $2,854+27.0% | $3,897-7.0% | $3,332+8.8% |
| Admin fee / account holder | $4,219 | $3,840+9.9% | $5,194-18.8% | $4,645-9.2% |