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 | $101,542 | $91,190+11.4% | $178,490-43.1% | $79,858+27.2% |
| Participation rate | 91.3% | 69.2%+22.1pp | 81.9%+9.4pp | 69.6%+21.7pp |
| Annual return | 20.14% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,303 | $3,256-29.3% | $5,011-54.0% | $2,471-6.8% |
| Participant deferral / active EE | $4,187 | $3,236+29.4% | $5,202-19.5% | $3,740+11.9% |
| Admin fee / account holder | $2,001 | $6,751-70.4% | $13,984-85.7% | $5,306-62.3% |