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 | $62,558 | $63,346-1.2% | $92,233-32.2% | $70,131-10.8% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.2pp |
| Annual return | 16.52% | 530.12%-513.6pp | 176.28%-159.8pp | 73.14%-56.6pp |
| Employer contribution / active EE | $6,093 | $2,471+146.6% | $3,679+65.6% | $2,342+160.1% |
| Participant deferral / active EE | $4,099 | $2,854+43.6% | $3,897+5.2% | $3,332+23.0% |
| Admin fee / account holder | $3,522 | $3,840-8.3% | $5,194-32.2% | $4,645-24.2% |