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 | $64,029 | $157,256-59.3% | $141,162-54.6% | $152,861-58.1% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.4%+3.9pp |
| Annual return | 46.03% | 64.32%-18.3pp | 71.39%-25.4pp | 345.32%-299.3pp |
| Employer contribution / active EE | $4,746 | $5,261-9.8% | $4,735+0.2% | $4,762-0.3% |
| Participant deferral / active EE | $10,562 | $7,109+48.6% | $6,709+57.4% | $5,850+80.5% |
| Admin fee / account holder | $10,817 | $12,120-10.7% | $10,261+5.4% | $11,596-6.7% |