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 | $81,917 | $63,346+29.3% | $92,233-11.2% | $70,131+16.8% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 19.69% | 530.12%-510.4pp | 176.28%-156.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,228 | $2,471-9.8% | $3,679-39.4% | $2,342-4.9% |
| Participant deferral / active EE | $5,091 | $2,854+78.4% | $3,897+30.6% | $3,332+52.8% |
| Admin fee / account holder | $395 | $3,840-89.7% | $5,194-92.4% | $4,645-91.5% |