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 | $59,340 | $63,346-6.3% | $92,233-35.7% | $70,131-15.4% |
| Participation rate | 89.8% | 68.7%+21.2pp | 76.5%+13.4pp | 69.5%+20.3pp |
| Annual return | 18.17% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,850 | $2,471+15.3% | $3,679-22.5% | $2,342+21.7% |
| Participant deferral / active EE | $5,738 | $2,854+101.1% | $3,897+47.3% | $3,332+72.2% |
| Admin fee / account holder | $7,932 | $3,840+106.6% | $5,194+52.7% | $4,645+70.8% |