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 | $74,950 | $77,419-3.2% | $69,455+7.9% | $152,861-51.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.4%+5.1pp |
| Annual return | 25.07% | 39.06%-14.0pp | 28.97%-3.9pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,444 | $3,315+34.0% | $2,779+59.9% | $4,762-6.7% |
| Participant deferral / active EE | $8,092 | $4,414+83.3% | $3,535+128.9% | $5,850+38.3% |
| Admin fee / account holder | $5,499 | $6,207-11.4% | $3,839+43.2% | $11,596-52.6% |