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 | $62,008 | $64,324-3.6% | $118,925-47.9% | $79,858-22.4% |
| Participation rate | 78.4% | 64.9%+13.6pp | 75.4%+3.0pp | 69.6%+8.8pp |
| Annual return | 17.75% | 86.45%-68.7pp | 35.88%-18.1pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,012 | $1,836+9.6% | $3,263-38.3% | $2,471-18.6% |
| Participant deferral / active EE | $4,001 | $2,824+41.7% | $4,265-6.2% | $3,740+7.0% |
| Admin fee / account holder | $2,370 | $4,040-41.3% | $6,581-64.0% | $5,306-55.3% |