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 | $55,210 | $74,888-26.3% | $71,209-22.5% | $142,382-61.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 21.77% | 345.14%-323.4pp | 282.51%-260.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,360 | $2,854+17.7% | $2,721+23.5% | $4,299-21.9% |
| Participant deferral / active EE | $1,753 | $4,454-60.6% | $4,175-58.0% | $6,507-73.1% |
| Admin fee / account holder | $846 | $5,568-84.8% | $5,349-84.2% | $12,624-93.3% |