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 | $45,477 | $56,114-19.0% | $96,139-52.7% | $85,850-47.0% |
| Participation rate | 71.3% | 56.7%+14.5pp | 68.4%+2.8pp | 69.3%+1.9pp |
| Annual return | 13.72% | 42.30%-28.6pp | 191.94%-178.2pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,839 | $1,620+13.6% | $2,797-34.2% | $2,565-28.3% |
| Participant deferral / active EE | $3,764 | $2,859+31.6% | $4,349-13.5% | $3,952-4.8% |
| Admin fee / account holder | $4,189 | $3,768+11.2% | $5,537-24.3% | $6,260-33.1% |