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 | $50,927 | $74,888-32.0% | $71,209-28.5% | $142,382-64.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 15.68% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,391 | $2,854-51.3% | $2,721-48.9% | $4,299-67.7% |
| Participant deferral / active EE | $3,668 | $4,454-17.7% | $4,175-12.1% | $6,507-43.6% |
| Admin fee / account holder | $1,725 | $5,568-69.0% | $5,349-67.7% | $12,624-86.3% |