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 | $73,422 | $70,669+3.9% | $169,368-56.6% | $75,163-2.3% |
| Participation rate | 96.9% | 64.8%+32.1pp | 77.1%+19.7pp | 67.2%+29.7pp |
| Annual return | 20.21% | 36.36%-16.1pp | 405.60%-385.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,459 | $2,211+56.5% | $4,013-13.8% | $2,670+29.6% |
| Participant deferral / active EE | $7,542 | $4,311+75.0% | $6,221+21.2% | $4,125+82.8% |
| Admin fee / account holder | $1,948 | $5,402-63.9% | $9,003-78.4% | $5,651-65.5% |