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 | $43,810 | $98,750-55.6% | $149,696-70.7% | $79,858-45.1% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.6%+14.2pp |
| Annual return | 62.70% | 27.43%+35.3pp | 276.60%-213.9pp | 31.71%+31.0pp |
| Employer contribution / active EE | $3,536 | $3,216+9.9% | $4,644-23.9% | $2,471+43.1% |
| Participant deferral / active EE | $4,664 | $5,680-17.9% | $6,842-31.8% | $3,740+24.7% |
| Admin fee / account holder | $380 | $6,053-93.7% | $9,309-95.9% | $5,306-92.8% |