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 | $73,691 | $107,934-31.7% | $91,989-19.9% | $152,861-51.8% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 20.85% | 89.24%-68.4pp | 69.02%-48.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,117 | $4,210-49.7% | $3,452-38.7% | $4,762-55.6% |
| Participant deferral / active EE | $7,417 | $6,364+16.5% | $5,923+25.2% | $5,850+26.8% |
| Admin fee / account holder | $1,654 | $10,520-84.3% | $7,743-78.6% | $11,596-85.7% |