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 | $34,822 | $74,888-53.5% | $71,209-51.1% | $142,382-75.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 15.11% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,880 | $2,854+0.9% | $2,721+5.9% | $4,299-33.0% |
| Participant deferral / active EE | $9,058 | $4,454+103.4% | $4,175+117.0% | $6,507+39.2% |
| Admin fee / account holder | $890 | $5,568-84.0% | $5,349-83.4% | $12,624-93.0% |