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 | $91,213 | $74,888+21.8% | $71,209+28.1% | $142,382-35.9% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.1%+2.2pp |
| Annual return | 20.47% | 345.14%-324.7pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,206 | $2,854+12.3% | $2,721+17.8% | $4,299-25.4% |
| Participant deferral / active EE | $8,492 | $4,454+90.6% | $4,175+103.4% | $6,507+30.5% |
| Admin fee / account holder | $4,745 | $5,568-14.8% | $5,349-11.3% | $12,624-62.4% |