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 | $78,518 | $152,587-48.5% | $125,175-37.3% | $152,861-48.6% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 25.34% | 54.84%-29.5pp | 43.79%-18.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,722 | $4,946-45.0% | $3,865-29.6% | $4,762-42.8% |
| Participant deferral / active EE | $3,874 | $5,868-34.0% | $4,937-21.5% | $5,850-33.8% |
| Admin fee / account holder | $3,930 | $13,434-70.7% | $9,702-59.5% | $11,596-66.1% |