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 | $62,065 | $63,346-2.0% | $92,233-32.7% | $70,131-11.5% |
| Participation rate | 88.0% | 68.7%+19.4pp | 76.5%+11.6pp | 69.5%+18.5pp |
| Annual return | 19.52% | 530.12%-510.6pp | 176.28%-156.8pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,973 | $2,471-20.1% | $3,679-46.4% | $2,342-15.8% |
| Participant deferral / active EE | $3,820 | $2,854+33.9% | $3,897-2.0% | $3,332+14.7% |
| Admin fee / account holder | $1,118 | $3,840-70.9% | $5,194-78.5% | $4,645-75.9% |