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 | $93,505 | $100,041-6.5% | $149,718-37.5% | $70,131+33.3% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 16.19% | 27.43%-11.2pp | 1501.63%-1485.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $4,168 | $3,662+13.8% | $5,445-23.5% | $2,342+77.9% |
| Participant deferral / active EE | $7,108 | $4,983+42.6% | $6,569+8.2% | $3,332+113.3% |
| Admin fee / account holder | $5,721 | $8,286-31.0% | $11,283-49.3% | $4,645+23.2% |