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 | $67,869 | $202,432-66.5% | $169,368-59.9% | $139,434-51.3% |
| Participation rate | 81.3% | 81.1%+0.2pp | 77.1%+4.1pp | 80.3%+0.9pp |
| Annual return | 42.74% | 531.74%-489.0pp | 405.60%-362.9pp | 372.94%-330.2pp |
| Employer contribution / active EE | $5,170 | $4,692+10.2% | $4,013+28.8% | $4,751+8.8% |
| Participant deferral / active EE | $1,583 | $6,938-77.2% | $6,221-74.6% | $6,710-76.4% |
| Admin fee / account holder | $362 | $10,708-96.6% | $9,003-96.0% | $11,403-96.8% |