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 | $73,508 | $107,334-31.5% | $92,893-20.9% | $152,861-51.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 26.25% | 145.58%-119.3pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $3,628 | $4,221-14.0% | $3,653-0.7% | $4,762-23.8% |
| Participant deferral / active EE | $4,597 | $4,845-5.1% | $4,236+8.5% | $5,850-21.4% |
| Admin fee / account holder | $2,923 | $7,079-58.7% | $5,794-49.5% | $11,596-74.8% |