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 | $43,010 | $104,907-59.0% | $84,611-49.2% | $152,861-71.9% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 25.27% | 373.79%-348.5pp | 258.74%-233.5pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,175 | $3,302-3.8% | $2,652+19.7% | $4,762-33.3% |
| Participant deferral / active EE | $4,958 | $4,688+5.8% | $3,899+27.2% | $5,850-15.3% |
| Admin fee / account holder | $16,895 | $6,241+170.7% | $4,912+243.9% | $11,596+45.7% |