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 | $57,929 | $63,346-8.6% | $92,233-37.2% | $70,131-17.4% |
| Participation rate | 85.0% | 68.7%+16.3pp | 76.5%+8.5pp | 69.5%+15.5pp |
| Annual return | 19.85% | 530.12%-510.3pp | 176.28%-156.4pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,463 | $2,471-0.3% | $3,679-33.1% | $2,342+5.2% |
| Participant deferral / active EE | $2,868 | $2,854+0.5% | $3,897-26.4% | $3,332-13.9% |
| Admin fee / account holder | $1,889 | $3,840-50.8% | $5,194-63.6% | $4,645-59.3% |