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 | $50,607 | $90,348-44.0% | $75,972-33.4% | $145,922-65.3% |
| Participation rate | 73.7% | 74.5%-0.8pp | 69.1%+4.6pp | 80.3%-6.6pp |
| Annual return | 13.22% | 620.88%-607.7pp | 359.55%-346.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,152 | $3,311-4.8% | $2,685+17.4% | $4,660-32.4% |
| Participant deferral / active EE | $5,476 | $5,162+6.1% | $4,255+28.7% | $6,688-18.1% |
| Admin fee / account holder | $7,727 | $8,467-8.7% | $6,467+19.5% | $13,397-42.3% |