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 | $68,648 | $109,327-37.2% | $89,391-23.2% | $158,922-56.8% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 7.54% | 345.68%-338.1pp | 245.62%-238.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $2,309 | $3,170-27.2% | $2,586-10.7% | $4,761-51.5% |
| Participant deferral / active EE | $6,749 | $4,598+46.8% | $3,890+73.5% | $5,982+12.8% |
| Admin fee / account holder | $2,119 | $6,153-65.6% | $4,881-56.6% | $11,246-81.2% |