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 | $60,931 | $81,208-25.0% | $98,907-38.4% | $79,858-23.7% |
| Participation rate | 92.9% | 72.5%+20.4pp | 76.0%+16.8pp | 69.6%+23.2pp |
| Annual return | 14.45% | 60.99%-46.5pp | 196.43%-182.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,298 | $1,960+17.3% | $2,689-14.5% | $2,471-7.0% |
| Participant deferral / active EE | $4,964 | $3,265+52.1% | $4,244+17.0% | $3,740+32.7% |
| Admin fee / account holder | $1,529 | $6,013-74.6% | $6,642-77.0% | $5,306-71.2% |