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 | $71,362 | $198,466-64.0% | $170,442-58.1% | $147,584-51.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 22.53% | 257.29%-234.8pp | 205.93%-183.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $3,759 | $6,184-39.2% | $5,433-30.8% | $4,876-22.9% |
| Participant deferral / active EE | $6,828 | $5,629+21.3% | $4,939+38.2% | $5,439+25.5% |
| Admin fee / account holder | $2,178 | $16,852-87.1% | $13,880-84.3% | $10,885-80.0% |