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 | $70,577 | $63,346+11.4% | $92,233-23.5% | $70,131+0.6% |
| Participation rate | 88.6% | 68.7%+19.9pp | 76.5%+12.1pp | 69.5%+19.0pp |
| Annual return | 20.52% | 530.12%-509.6pp | 176.28%-155.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,084 | $2,471-15.7% | $3,679-43.4% | $2,342-11.0% |
| Participant deferral / active EE | $4,963 | $2,854+73.9% | $3,897+27.4% | $3,332+49.0% |
| Admin fee / account holder | $627 | $3,840-83.7% | $5,194-87.9% | $4,645-86.5% |