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 | $53,444 | $112,881-52.7% | $90,951-41.2% | $158,922-66.4% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 19.11% | 215.79%-196.7pp | 134.60%-115.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,220 | $2,893-57.8% | $2,122-42.5% | $4,761-74.4% |
| Participant deferral / active EE | $4,470 | $4,128+8.3% | $3,373+32.5% | $5,982-25.3% |
| Admin fee / account holder | $410 | $8,041-94.9% | $5,959-93.1% | $11,246-96.4% |