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 | $94,860 | $104,907-9.6% | $84,611+12.1% | $152,861-37.9% |
| Participation rate | 73.3% | 74.8%-1.5pp | 68.2%+5.1pp | 82.4%-9.1pp |
| Annual return | 18.75% | 373.79%-355.0pp | 258.74%-240.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,361 | $3,302-58.8% | $2,652-48.7% | $4,762-71.4% |
| Participant deferral / active EE | $1,369 | $4,688-70.8% | $3,899-64.9% | $5,850-76.6% |
| Admin fee / account holder | $3,387 | $6,241-45.7% | $4,912-31.1% | $11,596-70.8% |