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 | $62,813 | $81,208-22.7% | $98,907-36.5% | $79,858-21.3% |
| Participation rate | 95.9% | 72.5%+23.4pp | 76.0%+19.9pp | 69.6%+26.3pp |
| Annual return | 28.51% | 60.99%-32.5pp | 196.43%-167.9pp | 31.71%-3.2pp |
| Employer contribution / active EE | $2,000 | $1,960+2.1% | $2,689-25.6% | $2,471-19.1% |
| Participant deferral / active EE | $4,713 | $3,265+44.3% | $4,244+11.0% | $3,740+26.0% |
| Admin fee / account holder | $699 | $6,013-88.4% | $6,642-89.5% | $5,306-86.8% |