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 | $73,119 | $111,724-34.6% | $93,606-21.9% | $145,922-49.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 10.99% | 202.98%-192.0pp | 133.20%-122.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,422 | $3,090-21.6% | $2,420+0.1% | $4,660-48.0% |
| Participant deferral / active EE | $6,664 | $4,912+35.7% | $4,411+51.1% | $6,688-0.3% |
| Admin fee / account holder | $368 | $10,250-96.4% | $8,285-95.6% | $13,397-97.3% |