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 | $59,780 | $124,185-51.9% | $108,410-44.9% | $167,490-64.3% |
| Participation rate | 76.5% | 82.3%-5.8pp | 80.1%-3.7pp | 82.1%-5.6pp |
| Annual return | 15.66% | 1379.64%-1364.0pp | 905.27%-889.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,588 | $4,187-38.2% | $3,558-27.3% | $4,837-46.5% |
| Participant deferral / active EE | $6,580 | $6,908-4.7% | $6,563+0.3% | $6,341+3.8% |
| Admin fee / account holder | $2,031 | $9,455-78.5% | $7,295-72.2% | $12,309-83.5% |