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 | $82,756 | $63,346+30.6% | $92,233-10.3% | $70,131+18.0% |
| Participation rate | 84.2% | 68.7%+15.5pp | 76.5%+7.7pp | 69.5%+14.7pp |
| Annual return | 15.86% | 530.12%-514.3pp | 176.28%-160.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $728 | $2,471-70.5% | $3,679-80.2% | $2,342-68.9% |
| Participant deferral / active EE | $3,733 | $2,854+30.8% | $3,897-4.2% | $3,332+12.1% |
| Admin fee / account holder | $1,012 | $3,840-73.7% | $5,194-80.5% | $4,645-78.2% |