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 | $55,185 | $133,958-58.8% | $112,228-50.8% | $134,475-59.0% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.1%-1.4pp | 81.2%-7.5pp |
| Annual return | 58.81% | 47.11%+11.7pp | 27.45%+31.4pp | 417.96%-359.2pp |
| Employer contribution / active EE | $1,952 | $4,038-51.7% | $3,635-46.3% | $4,740-58.8% |
| Participant deferral / active EE | $4,640 | $5,291-12.3% | $4,728-1.9% | $6,400-27.5% |
| Admin fee / account holder | $870 | $7,489-88.4% | $6,410-86.4% | $11,426-92.4% |