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 | $53,498 | $107,334-50.2% | $92,893-42.4% | $152,861-65.0% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 22.71% | 145.58%-122.9pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,442 | $4,221-42.2% | $3,653-33.2% | $4,762-48.7% |
| Participant deferral / active EE | $5,239 | $4,845+8.1% | $4,236+23.7% | $5,850-10.5% |
| Admin fee / account holder | $908 | $7,079-87.2% | $5,794-84.3% | $11,596-92.2% |