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 | $61,822 | $135,635-54.4% | $110,238-43.9% | $135,375-54.3% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.8%+6.8pp | 82.6%+4.0pp |
| Annual return | 6.58% | 513.19%-506.6pp | 314.74%-308.2pp | 519.73%-513.2pp |
| Employer contribution / active EE | $4,683 | $4,906-4.6% | $3,826+22.4% | $4,779-2.0% |
| Participant deferral / active EE | $3,761 | $5,506-31.7% | $4,672-19.5% | $5,609-32.9% |
| Admin fee / account holder | $689 | $11,457-94.0% | $8,547-91.9% | $10,827-93.6% |