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 | $72,705 | $78,422-7.3% | $95,952-24.2% | $79,858-9.0% |
| Participation rate | 80.5% | 73.5%+7.0pp | 77.1%+3.4pp | 69.6%+10.9pp |
| Annual return | 93.53% | 19.37%+74.2pp | 91.61%+1.9pp | 31.71%+61.8pp |
| Employer contribution / active EE | $1,875 | $1,945-3.6% | $2,541-26.2% | $2,471-24.1% |
| Participant deferral / active EE | $3,756 | $3,440+9.2% | $4,167-9.9% | $3,740+0.4% |
| Admin fee / account holder | $19,127 | $5,622+240.2% | $6,795+181.5% | $5,306+260.5% |