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 | $67,111 | $77,419-13.3% | $69,455-3.4% | $152,861-56.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 74.6%+20.4pp | 82.4%+12.6pp |
| Annual return | 7.10% | 39.06%-32.0pp | 28.97%-21.9pp | 345.32%-338.2pp |
| Employer contribution / active EE | $5,672 | $3,315+71.1% | $2,779+104.1% | $4,762+19.1% |
| Participant deferral / active EE | $6,895 | $4,414+56.2% | $3,535+95.0% | $5,850+17.9% |
| Admin fee / account holder | $5,569 | $6,207-10.3% | $3,839+45.1% | $11,596-52.0% |