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 | $87,501 | $109,327-20.0% | $89,391-2.1% | $158,922-44.9% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 14.47% | 345.68%-331.2pp | 245.62%-231.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,371 | $3,170-56.7% | $2,586-47.0% | $4,761-71.2% |
| Participant deferral / active EE | $5,239 | $4,598+13.9% | $3,890+34.7% | $5,982-12.4% |
| Admin fee / account holder | $883 | $6,153-85.7% | $4,881-81.9% | $11,246-92.2% |