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 | $71,575 | $63,346+13.0% | $92,233-22.4% | $70,131+2.1% |
| Participation rate | 76.4% | 68.7%+7.7pp | 76.5%-0.1pp | 69.5%+6.8pp |
| Annual return | 26.37% | 530.12%-503.8pp | 176.28%-149.9pp | 73.14%-46.8pp |
| Employer contribution / active EE | $2,441 | $2,471-1.2% | $3,679-33.6% | $2,342+4.2% |
| Participant deferral / active EE | $7,366 | $2,854+158.1% | $3,897+89.0% | $3,332+121.1% |
| Admin fee / account holder | $7,449 | $3,840+94.0% | $5,194+43.4% | $4,645+60.3% |