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 | $72,288 | $63,346+14.1% | $92,233-21.6% | $70,131+3.1% |
| Participation rate | 93.9% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.4pp |
| Annual return | 17.99% | 530.12%-512.1pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,240 | $2,471-49.8% | $3,679-66.3% | $2,342-47.0% |
| Participant deferral / active EE | $4,103 | $2,854+43.8% | $3,897+5.3% | $3,332+23.2% |
| Admin fee / account holder | $2,179 | $3,840-43.3% | $5,194-58.0% | $4,645-53.1% |