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 | $65,570 | $77,164-15.0% | $178,014-63.2% | $80,874-18.9% |
| Participation rate | 78.7% | 65.7%+13.0pp | 77.1%+1.6pp | 67.6%+11.1pp |
| Annual return | 11.21% | 18.09%-6.9pp | 294.80%-283.6pp | 35.62%-24.4pp |
| Employer contribution / active EE | $2,297 | $2,288+0.4% | $3,950-41.9% | $2,756-16.7% |
| Participant deferral / active EE | $10,328 | $4,408+134.3% | $6,276+64.6% | $4,297+140.4% |
| Admin fee / account holder | $16,451 | $7,164+129.6% | $10,362+58.8% | $6,935+137.2% |