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 | $50,233 | $157,256-68.1% | $141,162-64.4% | $152,861-67.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 47.43% | 64.32%-16.9pp | 71.39%-24.0pp | 345.32%-297.9pp |
| Employer contribution / active EE | $2,750 | $5,261-47.7% | $4,735-41.9% | $4,762-42.3% |
| Participant deferral / active EE | $6,791 | $7,109-4.5% | $6,709+1.2% | $5,850+16.1% |
| Admin fee / account holder | $19,324 | $12,120+59.4% | $10,261+88.3% | $11,596+66.6% |