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 5-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 | $67,771 | $74,888-9.5% | $71,209-4.8% | $142,382-52.4% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.1%+15.7pp |
| Annual return | 25.87% | 345.14%-319.3pp | 282.51%-256.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $3,513 | $2,854+23.1% | $2,721+29.1% | $4,299-18.3% |
| Participant deferral / active EE | $4,477 | $4,454+0.5% | $4,175+7.2% | $6,507-31.2% |
| Admin fee / account holder | $526 | $5,568-90.5% | $5,349-90.2% | $12,624-95.8% |