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 | $54,479 | $162,781-66.5% | $133,956-59.3% | $158,922-65.7% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 17.70% | 41.94%-24.2pp | 45.09%-27.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $5,071 | $4,975+1.9% | $3,919+29.4% | $4,761+6.5% |
| Participant deferral / active EE | $7,164 | $5,911+21.2% | $5,048+41.9% | $5,982+19.8% |
| Admin fee / account holder | $2,040 | $11,736-82.6% | $8,927-77.1% | $11,246-81.9% |