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 | $70,755 | $126,574-44.1% | $106,213-33.4% | $145,922-51.5% |
| Participation rate | 81.3% | 77.6%+3.6pp | 75.3%+6.0pp | 80.3%+1.0pp |
| Annual return | 22.37% | 224.79%-202.4pp | 116.14%-93.8pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,357 | $3,730-36.8% | $3,171-25.7% | $4,660-49.4% |
| Participant deferral / active EE | $6,981 | $5,724+22.0% | $5,016+39.2% | $6,688+4.4% |
| Admin fee / account holder | $399 | $17,304-97.7% | $11,033-96.4% | $13,397-97.0% |