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 | $51,338 | $84,696-39.4% | $75,696-32.2% | $167,490-69.3% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.8%+11.5pp | 82.1%+4.3pp |
| Annual return | 17.01% | 199.36%-182.4pp | 104.53%-87.5pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,845 | $3,230-42.9% | $2,743-32.7% | $4,837-61.9% |
| Participant deferral / active EE | $6,320 | $4,580+38.0% | $3,821+65.4% | $6,341-0.3% |
| Admin fee / account holder | $8,455 | $5,355+57.9% | $3,619+133.6% | $12,309-31.3% |