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 | $75,032 | $63,346+18.4% | $92,233-18.6% | $70,131+7.0% |
| Participation rate | 72.2% | 68.7%+3.5pp | 76.5%-4.3pp | 69.5%+2.7pp |
| Annual return | 17.36% | 530.12%-512.8pp | 176.28%-158.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,618 | $2,471+5.9% | $3,679-28.9% | $2,342+11.7% |
| Participant deferral / active EE | $3,437 | $2,854+20.4% | $3,897-11.8% | $3,332+3.1% |
| Admin fee / account holder | $2,803 | $3,840-27.0% | $5,194-46.0% | $4,645-39.7% |