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 | $67,393 | $104,907-35.8% | $84,611-20.3% | $152,861-55.9% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 28.87% | 373.79%-344.9pp | 258.74%-229.9pp | 345.32%-316.4pp |
| Employer contribution / active EE | $3,191 | $3,302-3.4% | $2,652+20.3% | $4,762-33.0% |
| Participant deferral / active EE | $7,318 | $4,688+56.1% | $3,899+87.7% | $5,850+25.1% |
| Admin fee / account holder | $527 | $6,241-91.6% | $4,912-89.3% | $11,596-95.5% |