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 | $56,682 | $109,359-48.2% | $162,163-65.0% | $72,985-22.3% |
| Participation rate | 78.1% | 84.3%-6.2pp | 87.6%-9.5pp | 69.5%+8.6pp |
| Annual return | 41.39% | 25.46%+15.9pp | 115.59%-74.2pp | 81.00%-39.6pp |
| Employer contribution / active EE | $2,576 | $3,907-34.1% | $5,614-54.1% | $2,440+5.6% |
| Participant deferral / active EE | $11,547 | $5,481+110.7% | $7,298+58.2% | $3,607+220.1% |
| Admin fee / account holder | $446 | $7,972-94.4% | $10,843-95.9% | $5,124-91.3% |