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 | $75,886 | $112,096-32.3% | $95,952-20.9% | $158,922-52.2% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 11.06% | 171.09%-160.0pp | 91.61%-80.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,531 | $3,198-20.8% | $2,541-0.4% | $4,761-46.8% |
| Participant deferral / active EE | $4,933 | $4,784+3.1% | $4,167+18.4% | $5,982-17.5% |
| Admin fee / account holder | $1,558 | $10,130-84.6% | $6,795-77.1% | $11,246-86.1% |