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 | $67,809 | $107,334-36.8% | $92,893-27.0% | $152,861-55.6% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 20.56% | 145.58%-125.0pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,274 | $4,221-46.1% | $3,653-37.7% | $4,762-52.2% |
| Participant deferral / active EE | $6,665 | $4,845+37.6% | $4,236+57.3% | $5,850+13.9% |
| Admin fee / account holder | $325 | $7,079-95.4% | $5,794-94.4% | $11,596-97.2% |