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 | $53,622 | $78,705-31.9% | $117,854-54.5% | $70,131-23.5% |
| Participation rate | 71.9% | 73.2%-1.3pp | 79.7%-7.8pp | 69.5%+2.3pp |
| Annual return | 50.97% | 23.30%+27.7pp | 335.08%-284.1pp | 73.14%-22.2pp |
| Employer contribution / active EE | $2,015 | $2,223-9.4% | $3,786-46.8% | $2,342-14.0% |
| Participant deferral / active EE | $4,402 | $3,297+33.5% | $4,482-1.8% | $3,332+32.1% |
| Admin fee / account holder | $682 | $5,065-86.5% | $8,020-91.5% | $4,645-85.3% |