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 | $39,567 | $63,346-37.5% | $92,233-57.1% | $70,131-43.6% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 18.31% | 530.12%-511.8pp | 176.28%-158.0pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,136 | $2,471-13.6% | $3,679-42.0% | $2,342-8.8% |
| Participant deferral / active EE | $4,888 | $2,854+71.3% | $3,897+25.4% | $3,332+46.7% |
| Admin fee / account holder | $4,701 | $3,840+22.4% | $5,194-9.5% | $4,645+1.2% |