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 | $54,449 | $63,346-14.0% | $92,233-41.0% | $70,131-22.4% |
| Participation rate | 90.6% | 68.7%+22.0pp | 76.5%+14.1pp | 69.5%+21.1pp |
| Annual return | 19.43% | 530.12%-510.7pp | 176.28%-156.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,408 | $2,471-2.5% | $3,679-34.5% | $2,342+2.8% |
| Participant deferral / active EE | $5,107 | $2,854+78.9% | $3,897+31.0% | $3,332+53.3% |
| Admin fee / account holder | $1,390 | $3,840-63.8% | $5,194-73.2% | $4,645-70.1% |