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 | $66,434 | $107,334-38.1% | $92,893-28.5% | $152,861-56.5% |
| Participation rate | 73.9% | 79.8%-5.9pp | 76.0%-2.1pp | 82.4%-8.5pp |
| Annual return | 21.77% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $7,032 | $4,221+66.6% | $3,653+92.5% | $4,762+47.7% |
| Participant deferral / active EE | $4,268 | $4,845-11.9% | $4,236+0.8% | $5,850-27.0% |
| Admin fee / account holder | $585 | $7,079-91.7% | $5,794-89.9% | $11,596-95.0% |