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 | $100,071 | $70,669+41.6% | $169,368-40.9% | $75,163+33.1% |
| Participation rate | 79.5% | 64.8%+14.7pp | 77.1%+2.3pp | 67.2%+12.3pp |
| Annual return | 20.21% | 36.36%-16.1pp | 405.60%-385.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,778 | $2,211-19.6% | $4,013-55.7% | $2,670-33.4% |
| Participant deferral / active EE | $7,907 | $4,311+83.4% | $6,221+27.1% | $4,125+91.7% |
| Admin fee / account holder | $2,433 | $5,402-55.0% | $9,003-73.0% | $5,651-56.9% |