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 | $71,558 | $63,346+13.0% | $92,233-22.4% | $70,131+2.0% |
| Participation rate | 70.3% | 68.7%+1.6pp | 76.5%-6.2pp | 69.5%+0.7pp |
| Annual return | 17.52% | 530.12%-512.6pp | 176.28%-158.8pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,332 | $2,471-5.6% | $3,679-36.6% | $2,342-0.5% |
| Participant deferral / active EE | $2,266 | $2,854-20.6% | $3,897-41.9% | $3,332-32.0% |
| Admin fee / account holder | $481 | $3,840-87.5% | $5,194-90.7% | $4,645-89.6% |