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 | $64,743 | $84,233-23.1% | $170,442-62.0% | $70,131-7.7% |
| Participation rate | 76.9% | 70.8%+6.1pp | 83.6%-6.7pp | 69.5%+7.4pp |
| Annual return | 20.40% | 23.06%-2.7pp | 205.93%-185.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $4,251 | $3,387+25.5% | $5,433-21.8% | $2,342+81.5% |
| Participant deferral / active EE | $3,793 | $3,086+22.9% | $4,939-23.2% | $3,332+13.8% |
| Admin fee / account holder | $659 | $5,698-88.4% | $13,880-95.3% | $4,645-85.8% |