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 | $97,402 | $118,849-18.0% | $96,562+0.9% | $167,490-41.8% |
| Participation rate | 82.6% | 75.5%+7.1pp | 69.8%+12.8pp | 82.1%+0.5pp |
| Annual return | 18.03% | 50.49%-32.5pp | 37.78%-19.8pp | 478.56%-460.5pp |
| Employer contribution / active EE | $5,627 | $3,120+80.4% | $2,356+138.8% | $4,837+16.3% |
| Participant deferral / active EE | $5,729 | $4,616+24.1% | $3,849+48.8% | $6,341-9.7% |
| Admin fee / account holder | $658 | $8,065-91.8% | $6,181-89.4% | $12,309-94.7% |