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 | $98,853 | $91,552+8.0% | $133,956-26.2% | $79,858+23.8% |
| Participation rate | 78.4% | 73.3%+5.0pp | 79.8%-1.5pp | 69.6%+8.7pp |
| Annual return | 173.59% | 61.85%+111.7pp | 45.09%+128.5pp | 31.71%+141.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,818 | $3,733-24.5% | $5,048-44.2% | $3,740-24.7% |
| Admin fee / account holder | $3,536 | $6,321-44.1% | $8,927-60.4% | $5,306-33.4% |