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 | $88,373 | $58,694+50.6% | $142,863-38.1% | $85,850+2.9% |
| Participation rate | 74.3% | 58.5%+15.8pp | 71.9%+2.4pp | 69.3%+5.0pp |
| Annual return | 17.19% | 27.72%-10.5pp | 5637.54%-5620.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,120 | $1,423+49.0% | $4,144-48.8% | $2,565-17.3% |
| Participant deferral / active EE | $4,129 | $2,607+58.4% | $3,837+7.6% | $3,952+4.5% |
| Admin fee / account holder | $21,976 | $4,239+418.4% | $6,560+235.0% | $6,260+251.1% |