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 | $66,390 | $112,881-41.2% | $90,951-27.0% | $158,922-58.2% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 16.85% | 215.79%-198.9pp | 134.60%-117.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,135 | $2,893+8.4% | $2,122+47.7% | $4,761-34.2% |
| Participant deferral / active EE | $4,727 | $4,128+14.5% | $3,373+40.1% | $5,982-21.0% |
| Admin fee / account holder | $733 | $8,041-90.9% | $5,959-87.7% | $11,246-93.5% |