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 | $69,974 | $109,327-36.0% | $89,391-21.7% | $158,922-56.0% |
| Participation rate | 76.2% | 74.3%+1.9pp | 68.0%+8.2pp | 82.0%-5.8pp |
| Annual return | 20.21% | 345.68%-325.5pp | 245.62%-225.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,287 | $3,170-27.8% | $2,586-11.5% | $4,761-52.0% |
| Participant deferral / active EE | $6,625 | $4,598+44.1% | $3,890+70.3% | $5,982+10.8% |
| Admin fee / account holder | $790 | $6,153-87.2% | $4,881-83.8% | $11,246-93.0% |