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 | $67,773 | $121,625-44.3% | $104,607-35.2% | $158,922-57.4% |
| Participation rate | 91.7% | 77.5%+14.1pp | 74.1%+17.6pp | 82.0%+9.7pp |
| Annual return | 20.03% | 465.26%-445.2pp | 340.46%-320.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,403 | $3,163-24.0% | $2,681-10.3% | $4,761-49.5% |
| Participant deferral / active EE | $4,516 | $4,177+8.1% | $3,740+20.7% | $5,982-24.5% |
| Admin fee / account holder | $2,135 | $7,787-72.6% | $6,473-67.0% | $11,246-81.0% |