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 | $72,099 | $63,346+13.8% | $92,233-21.8% | $70,131+2.8% |
| Participation rate | 72.4% | 68.7%+3.7pp | 76.5%-4.1pp | 69.5%+2.9pp |
| Annual return | 14.33% | 530.12%-515.8pp | 176.28%-162.0pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,177 | $2,471-52.4% | $3,679-68.0% | $2,342-49.8% |
| Participant deferral / active EE | $2,362 | $2,854-17.2% | $3,897-39.4% | $3,332-29.1% |
| Admin fee / account holder | $1,794 | $3,840-53.3% | $5,194-65.5% | $4,645-61.4% |