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 | $63,354 | $232,540-72.8% | $185,117-65.8% | $147,584-57.1% |
| Participation rate | 85.0% | 82.4%+2.6pp | 77.3%+7.7pp | 82.8%+2.2pp |
| Annual return | 23.74% | 43.03%-19.3pp | 40.50%-16.8pp | 578.55%-554.8pp |
| Employer contribution / active EE | $3,186 | $5,195-38.7% | $4,182-23.8% | $4,876-34.7% |
| Participant deferral / active EE | $6,823 | $5,834+17.0% | $5,045+35.2% | $5,439+25.5% |
| Admin fee / account holder | $1,317 | $10,275-87.2% | $8,159-83.9% | $10,885-87.9% |