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 | $65,474 | $152,587-57.1% | $125,175-47.7% | $152,861-57.2% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 21.30% | 54.84%-33.5pp | 43.79%-22.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $5,183 | $4,946+4.8% | $3,865+34.1% | $4,762+8.8% |
| Participant deferral / active EE | $8,159 | $5,868+39.0% | $4,937+65.3% | $5,850+39.5% |
| Admin fee / account holder | $12,126 | $13,434-9.7% | $9,702+25.0% | $11,596+4.6% |