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 | $81,746 | $112,096-27.1% | $95,952-14.8% | $158,922-48.6% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 24.01% | 171.09%-147.1pp | 91.61%-67.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,783 | $3,198-44.2% | $2,541-29.8% | $4,761-62.5% |
| Participant deferral / active EE | $3,059 | $4,784-36.1% | $4,167-26.6% | $5,982-48.9% |
| Admin fee / account holder | $497 | $10,130-95.1% | $6,795-92.7% | $11,246-95.6% |