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 | $57,268 | $89,753-36.2% | $107,525-46.7% | $84,808-32.5% |
| Participation rate | 74.6% | 68.1%+6.5pp | 75.1%-0.5pp | 68.3%+6.3pp |
| Annual return | 17.40% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,500 | $3,113+44.5% | $3,754+19.9% | $2,631+71.0% |
| Participant deferral / active EE | $8,617 | $4,056+112.5% | $5,116+68.5% | $4,212+104.6% |
| Admin fee / account holder | $7,193 | $7,222-0.4% | $8,919-19.3% | $7,344-2.0% |