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 | $63,715 | $74,888-14.9% | $71,209-10.5% | $142,382-55.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 15.06% | 345.14%-330.1pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,596 | $2,854+26.0% | $2,721+32.2% | $4,299-16.3% |
| Participant deferral / active EE | $4,820 | $4,454+8.2% | $4,175+15.4% | $6,507-25.9% |
| Admin fee / account holder | $2,113 | $5,568-62.1% | $5,349-60.5% | $12,624-83.3% |