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 | $58,489 | $100,041-41.5% | $149,718-60.9% | $70,131-16.6% |
| Participation rate | 90.4% | 83.6%+6.8pp | 87.1%+3.3pp | 69.5%+20.9pp |
| Annual return | 20.24% | 27.43%-7.2pp | 1501.63%-1481.4pp | 73.14%-52.9pp |
| Employer contribution / active EE | $3,189 | $3,662-12.9% | $5,445-41.4% | $2,342+36.2% |
| Participant deferral / active EE | $7,349 | $4,983+47.5% | $6,569+11.9% | $3,332+120.6% |
| Admin fee / account holder | $2,813 | $8,286-66.1% | $11,283-75.1% | $4,645-39.4% |