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 | $46,579 | $63,346-26.5% | $92,233-49.5% | $70,131-33.6% |
| Participation rate | 81.4% | 68.7%+12.7pp | 76.5%+4.9pp | 69.5%+11.9pp |
| Annual return | 19.87% | 530.12%-510.3pp | 176.28%-156.4pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,683 | $2,471+8.6% | $3,679-27.1% | $2,342+14.5% |
| Participant deferral / active EE | $9,046 | $2,854+217.0% | $3,897+132.2% | $3,332+171.5% |
| Admin fee / account holder | $1,261 | $3,840-67.2% | $5,194-75.7% | $4,645-72.9% |