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 | $76,694 | $81,208-5.6% | $98,907-22.5% | $79,858-4.0% |
| Participation rate | 91.5% | 72.5%+19.0pp | 76.0%+15.5pp | 69.6%+21.9pp |
| Annual return | 13.58% | 60.99%-47.4pp | 196.43%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,795 | $1,960-8.4% | $2,689-33.2% | $2,471-27.3% |
| Participant deferral / active EE | $3,047 | $3,265-6.7% | $4,244-28.2% | $3,740-18.5% |
| Admin fee / account holder | $1,714 | $6,013-71.5% | $6,642-74.2% | $5,306-67.7% |