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 | $73,056 | $107,934-32.3% | $91,989-20.6% | $152,861-52.2% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 28.59% | 89.24%-60.7pp | 69.02%-40.4pp | 345.32%-316.7pp |
| Employer contribution / active EE | $5,877 | $4,210+39.6% | $3,452+70.2% | $4,762+23.4% |
| Participant deferral / active EE | $9,515 | $6,364+49.5% | $5,923+60.6% | $5,850+62.6% |
| Admin fee / account holder | $7,065 | $10,520-32.8% | $7,743-8.8% | $11,596-39.1% |