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 | $73,609 | $53,127+38.6% | $86,590-15.0% | $70,131+5.0% |
| Participation rate | 82.9% | 65.3%+17.5pp | 73.5%+9.3pp | 69.5%+13.3pp |
| Annual return | 15.33% | 27.66%-12.3pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,229 | $2,068+7.8% | $2,839-21.5% | $2,342-4.9% |
| Participant deferral / active EE | $3,993 | $2,696+48.1% | $3,609+10.7% | $3,332+19.9% |
| Admin fee / account holder | $2,702 | $3,585-24.6% | $4,906-44.9% | $4,645-41.8% |