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 | $71,761 | $203,436-64.7% | $152,466-52.9% | $167,490-57.2% |
| Participation rate | 95.8% | 82.3%+13.5pp | 78.2%+17.6pp | 82.1%+13.7pp |
| Annual return | 15.97% | 13.80%+2.2pp | 757.33%-741.4pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,417 | $5,220-34.5% | $4,327-21.0% | $4,837-29.4% |
| Participant deferral / active EE | $5,356 | $6,716-20.3% | $5,820-8.0% | $6,341-15.5% |
| Admin fee / account holder | $2,498 | $22,506-88.9% | $15,805-84.2% | $12,309-79.7% |