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 | $70,501 | $102,966-31.5% | $90,281-21.9% | $152,861-53.9% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.4%+5.8pp |
| Annual return | 23.79% | 95.16%-71.4pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,131 | $3,139-0.2% | $2,854+9.7% | $4,762-34.3% |
| Participant deferral / active EE | $4,780 | $4,281+11.6% | $3,885+23.0% | $5,850-18.3% |
| Admin fee / account holder | $4,395 | $6,171-28.8% | $5,351-17.9% | $11,596-62.1% |