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 | $88,915 | $56,114+58.5% | $96,139-7.5% | $85,850+3.6% |
| Participation rate | 81.5% | 56.7%+24.8pp | 68.4%+13.0pp | 69.3%+12.2pp |
| Annual return | 16.52% | 42.30%-25.8pp | 191.94%-175.4pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,621 | $1,620+0.1% | $2,797-42.0% | $2,565-36.8% |
| Participant deferral / active EE | $5,186 | $2,859+81.4% | $4,349+19.3% | $3,952+31.2% |
| Admin fee / account holder | $1,670 | $3,768-55.7% | $5,537-69.8% | $6,260-73.3% |