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 | $62,143 | $113,339-45.2% | $94,993-34.6% | $147,584-57.9% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 15.17% | 20.77%-5.6pp | 27.12%-12.0pp | 578.55%-563.4pp |
| Employer contribution / active EE | $4,414 | $3,160+39.7% | $2,603+69.6% | $4,876-9.5% |
| Participant deferral / active EE | $5,858 | $3,777+55.1% | $3,317+76.6% | $5,439+7.7% |
| Admin fee / account holder | $403 | $6,063-93.3% | $4,960-91.9% | $10,885-96.3% |