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 | $78,444 | $111,724-29.8% | $93,606-16.2% | $145,922-46.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.97% | 202.98%-192.0pp | 133.20%-122.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,997 | $3,090-3.0% | $2,420+23.9% | $4,660-35.7% |
| Participant deferral / active EE | $3,580 | $4,912-27.1% | $4,411-18.8% | $6,688-46.5% |
| Admin fee / account holder | $524 | $10,250-94.9% | $8,285-93.7% | $13,397-96.1% |