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 | $77,466 | $63,346+22.3% | $92,233-16.0% | $70,131+10.5% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 16.17% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,003 | $2,471-59.4% | $3,679-72.7% | $2,342-57.2% |
| Participant deferral / active EE | $3,352 | $2,854+17.5% | $3,897-14.0% | $3,332+0.6% |
| Admin fee / account holder | $514 | $3,840-86.6% | $5,194-90.1% | $4,645-88.9% |