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 | $101,241 | $63,346+59.8% | $92,233+9.8% | $70,131+44.4% |
| Participation rate | 91.9% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.4pp |
| Annual return | 14.41% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,592 | $2,471-35.6% | $3,679-56.7% | $2,342-32.0% |
| Participant deferral / active EE | $5,713 | $2,854+100.2% | $3,897+46.6% | $3,332+71.5% |
| Admin fee / account holder | $599 | $3,840-84.4% | $5,194-88.5% | $4,645-87.1% |