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 | $67,794 | $81,208-16.5% | $98,907-31.5% | $79,858-15.1% |
| Participation rate | 97.2% | 72.5%+24.7pp | 76.0%+21.2pp | 69.6%+27.6pp |
| Annual return | 18.02% | 60.99%-43.0pp | 196.43%-178.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,071 | $1,960+5.7% | $2,689-23.0% | $2,471-16.2% |
| Participant deferral / active EE | $3,642 | $3,265+11.6% | $4,244-14.2% | $3,740-2.6% |
| Admin fee / account holder | $11,430 | $6,013+90.1% | $6,642+72.1% | $5,306+115.4% |