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 | $75,880 | $102,317-25.8% | $146,958-48.4% | $80,856-6.2% |
| Participation rate | 83.6% | 75.8%+7.7pp | 82.2%+1.4pp | 67.6%+15.9pp |
| Annual return | 16.30% | 134.76%-118.5pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,553 | $3,713+22.6% | $4,933-7.7% | $2,755+65.3% |
| Participant deferral / active EE | $10,529 | $6,644+58.5% | $8,070+30.5% | $4,296+145.1% |
| Admin fee / account holder | $5,151 | $7,941-35.1% | $12,998-60.4% | $6,918-25.5% |