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 | $133,790 | $91,190+46.7% | $178,490-25.0% | $79,858+67.5% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 23.64% | 24.19%-0.5pp | 151.07%-127.4pp | 31.71%-8.1pp |
| Employer contribution / active EE | $2,446 | $3,256-24.9% | $5,011-51.2% | $2,471-1.0% |
| Participant deferral / active EE | $3,165 | $3,236-2.2% | $5,202-39.2% | $3,740-15.4% |
| Admin fee / account holder | $21,632 | $6,751+220.4% | $13,984+54.7% | $5,306+307.7% |