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 | $62,499 | $107,334-41.8% | $92,893-32.7% | $152,861-59.1% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 19.07% | 145.58%-126.5pp | 109.41%-90.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $4,868 | $4,221+15.3% | $3,653+33.3% | $4,762+2.2% |
| Participant deferral / active EE | $2,277 | $4,845-53.0% | $4,236-46.2% | $5,850-61.1% |
| Admin fee / account holder | $3,386 | $7,079-52.2% | $5,794-41.6% | $11,596-70.8% |