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 | $65,661 | $93,571-29.8% | $135,903-51.7% | $75,163-12.6% |
| Participation rate | 81.1% | 75.2%+5.9pp | 81.9%-0.8pp | 67.2%+13.9pp |
| Annual return | 217.61% | 30.90%+186.7pp | 68.23%+149.4pp | 160.62%+57.0pp |
| Employer contribution / active EE | $1,106 | $3,537-68.7% | $4,856-77.2% | $2,670-58.6% |
| Participant deferral / active EE | $4,071 | $6,404-36.4% | $7,758-47.5% | $4,125-1.3% |
| Admin fee / account holder | $1,654 | $6,975-76.3% | $10,762-84.6% | $5,651-70.7% |