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 | $59,654 | $63,346-5.8% | $92,233-35.3% | $70,131-14.9% |
| Participation rate | 95.4% | 68.7%+26.7pp | 76.5%+18.9pp | 69.5%+25.8pp |
| Annual return | 17.70% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,807 | $2,471+13.6% | $3,679-23.7% | $2,342+19.8% |
| Participant deferral / active EE | $5,766 | $2,854+102.1% | $3,897+48.0% | $3,332+73.1% |
| Admin fee / account holder | $1,442 | $3,840-62.5% | $5,194-72.2% | $4,645-69.0% |