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 | $78,910 | $226,064-65.1% | $182,532-56.8% | $152,861-48.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 21.21% | 192.51%-171.3pp | 148.54%-127.3pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,381 | $4,978-72.3% | $4,076-66.1% | $4,762-71.0% |
| Participant deferral / active EE | $3,869 | $6,368-39.2% | $5,524-30.0% | $5,850-33.9% |
| Admin fee / account holder | $468 | $10,703-95.6% | $8,592-94.6% | $11,596-96.0% |