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 | $65,991 | $54,705+20.6% | $71,209-7.3% | $84,808-22.2% |
| Participation rate | 97.5% | 64.1%+33.4pp | 73.8%+23.7pp | 68.3%+29.2pp |
| Annual return | 14.42% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,779 | $2,158-17.6% | $2,721-34.6% | $2,631-32.4% |
| Participant deferral / active EE | $3,505 | $3,030+15.7% | $4,175-16.0% | $4,212-16.8% |
| Admin fee / account holder | $2,564 | $4,863-47.3% | $5,349-52.1% | $7,344-65.1% |