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 | $56,826 | $68,346-16.9% | $94,646-40.0% | $75,163-24.4% |
| Participation rate | 87.5% | 76.1%+11.4pp | 80.8%+6.7pp | 67.2%+20.3pp |
| Annual return | 21.69% | 616.93%-595.2pp | 156.71%-135.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,510 | $2,701-44.1% | $3,672-58.9% | $2,670-43.4% |
| Participant deferral / active EE | $7,274 | $6,537+11.3% | $7,418-1.9% | $4,125+76.3% |
| Admin fee / account holder | $2,084 | $5,326-60.9% | $7,231-71.2% | $5,651-63.1% |