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 | $69,498 | $112,096-38.0% | $95,952-27.6% | $158,922-56.3% |
| Participation rate | 81.0% | 79.0%+2.0pp | 77.1%+3.9pp | 82.0%-1.0pp |
| Annual return | 21.59% | 171.09%-149.5pp | 91.61%-70.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $2,451 | $3,198-23.4% | $2,541-3.6% | $4,761-48.5% |
| Participant deferral / active EE | $4,636 | $4,784-3.1% | $4,167+11.2% | $5,982-22.5% |
| Admin fee / account holder | $5,883 | $10,130-41.9% | $6,795-13.4% | $11,246-47.7% |