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 | $76,173 | $76,000+0.2% | $154,107-50.6% | $64,186+18.7% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | 35.23% | 30.32%+4.9pp | 735.12%-699.9pp | 7.63%+27.6pp |
| Employer contribution / active EE | $1,146 | $3,351-65.8% | $5,298-78.4% | $2,381-51.9% |
| Participant deferral / active EE | $2,383 | $3,175-25.0% | $5,081-53.1% | $3,470-31.3% |
| Admin fee / account holder | $4,186 | $5,596-25.2% | $13,411-68.8% | $4,888-14.4% |