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 | $65,755 | $91,190-27.9% | $178,490-63.2% | $79,858-17.7% |
| Participation rate | 84.9% | 69.2%+15.7pp | 81.9%+3.0pp | 69.6%+15.3pp |
| Annual return | 24.68% | 24.19%+0.5pp | 151.07%-126.4pp | 31.71%-7.0pp |
| Employer contribution / active EE | $3,730 | $3,256+14.6% | $5,011-25.6% | $2,471+51.0% |
| Participant deferral / active EE | $5,726 | $3,236+76.9% | $5,202+10.1% | $3,740+53.1% |
| Admin fee / account holder | $4,803 | $6,751-28.9% | $13,984-65.7% | $5,306-9.5% |