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 | $97,559 | $144,119-32.3% | $117,854-17.2% | $147,584-33.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 18.42% | 531.15%-512.7pp | 335.08%-316.7pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,586 | $4,896-47.2% | $3,786-31.7% | $4,876-47.0% |
| Participant deferral / active EE | $4,496 | $5,316-15.4% | $4,482+0.3% | $5,439-17.3% |
| Admin fee / account holder | $1,052 | $10,886-90.3% | $8,020-86.9% | $10,885-90.3% |