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 | $105,827 | $202,432-47.7% | $169,368-37.5% | $139,434-24.1% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 14.78% | 531.74%-517.0pp | 405.60%-390.8pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,028 | $4,692-35.5% | $4,013-24.5% | $4,751-36.3% |
| Participant deferral / active EE | $2,360 | $6,938-66.0% | $6,221-62.1% | $6,710-64.8% |
| Admin fee / account holder | $40,492 | $10,708+278.1% | $9,003+349.7% | $11,403+255.1% |