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 | $61,632 | $85,202-27.7% | $172,739-64.3% | $72,985-15.6% |
| Participation rate | 83.0% | 70.1%+12.9pp | 82.6%+0.3pp | 69.5%+13.5pp |
| Annual return | 21.03% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,596 | $3,324+8.2% | $5,143-30.1% | $2,440+47.4% |
| Participant deferral / active EE | $3,499 | $3,260+7.3% | $5,198-32.7% | $3,607-3.0% |
| Admin fee / account holder | $1,294 | $5,884-78.0% | $13,954-90.7% | $5,124-74.7% |