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 | $56,061 | $81,632-31.3% | $70,449-20.4% | $158,922-64.7% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 23.50% | 208.40%-184.9pp | 109.03%-85.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $5,507 | $3,217+71.2% | $2,737+101.2% | $4,761+15.7% |
| Participant deferral / active EE | $7,868 | $4,554+72.8% | $3,709+112.2% | $5,982+31.5% |
| Admin fee / account holder | $303 | $6,193-95.1% | $3,845-92.1% | $11,246-97.3% |