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 | $59,374 | $89,355-33.6% | $141,162-57.9% | $72,985-18.6% |
| Participation rate | 70.5% | 75.1%-4.7pp | 82.5%-12.0pp | 69.5%+1.0pp |
| Annual return | 21.10% | 111.85%-90.7pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,350 | $3,114+7.6% | $4,735-29.3% | $2,440+37.3% |
| Participant deferral / active EE | $5,392 | $5,418-0.5% | $6,709-19.6% | $3,607+49.5% |
| Admin fee / account holder | $514 | $5,958-91.4% | $10,261-95.0% | $5,124-90.0% |