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 | $43,611 | $111,724-61.0% | $93,606-53.4% | $145,922-70.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 11.75% | 202.98%-191.2pp | 133.20%-121.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,613 | $3,090-15.4% | $2,420+8.0% | $4,660-43.9% |
| Participant deferral / active EE | $5,680 | $4,912+15.6% | $4,411+28.8% | $6,688-15.1% |
| Admin fee / account holder | $7,584 | $10,250-26.0% | $8,285-8.5% | $13,397-43.4% |