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 | $75,206 | $63,346+18.7% | $92,233-18.5% | $70,131+7.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.53% | 530.12%-509.6pp | 176.28%-155.7pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,669 | $2,471+8.0% | $3,679-27.5% | $2,342+14.0% |
| Participant deferral / active EE | $2,364 | $2,854-17.1% | $3,897-39.3% | $3,332-29.0% |
| Admin fee / account holder | $1,244 | $3,840-67.6% | $5,194-76.1% | $4,645-73.2% |