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 | $84,774 | $49,922+69.8% | $80,569+5.2% | $75,163+12.8% |
| Participation rate | 70.0% | 55.3%+14.7pp | 67.0%+3.0pp | 67.2%+2.8pp |
| Annual return | 16.38% | 34.69%-18.3pp | 935.43%-919.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $5,238 | $1,698+208.4% | $2,723+92.3% | $2,670+96.2% |
| Participant deferral / active EE | $2,887 | $2,990-3.4% | $4,447-35.1% | $4,125-30.0% |
| Admin fee / account holder | $1,555 | $3,577-56.5% | $5,377-71.1% | $5,651-72.5% |