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 | $73,224 | $91,190-19.7% | $178,490-59.0% | $79,858-8.3% |
| Participation rate | 74.1% | 69.2%+4.9pp | 81.9%-7.8pp | 69.6%+4.4pp |
| Annual return | 26.90% | 24.19%+2.7pp | 151.07%-124.2pp | 31.71%-4.8pp |
| Employer contribution / active EE | $2,021 | $3,256-37.9% | $5,011-59.7% | $2,471-18.2% |
| Participant deferral / active EE | $4,786 | $3,236+47.9% | $5,202-8.0% | $3,740+28.0% |
| Admin fee / account holder | $1,314 | $6,751-80.5% | $13,984-90.6% | $5,306-75.2% |