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 | $45,567 | $183,963-75.2% | $162,163-71.9% | $152,861-70.2% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.6%+8.1pp | 82.4%+13.2pp |
| Annual return | 20.18% | 150.76%-130.6pp | 115.59%-95.4pp | 345.32%-325.1pp |
| Employer contribution / active EE | $4,420 | $6,371-30.6% | $5,614-21.3% | $4,762-7.2% |
| Participant deferral / active EE | $8,205 | $8,034+2.1% | $7,298+12.4% | $5,850+40.3% |
| Admin fee / account holder | $884 | $13,121-93.3% | $10,843-91.9% | $11,596-92.4% |