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 | $56,863 | $107,934-47.3% | $91,989-38.2% | $152,861-62.8% |
| Participation rate | 85.0% | 81.2%+3.8pp | 78.6%+6.4pp | 82.4%+2.6pp |
| Annual return | 23.28% | 89.24%-66.0pp | 69.02%-45.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $4,762 | $4,210+13.1% | $3,452+38.0% | $4,7620% |
| Participant deferral / active EE | $10,500 | $6,364+65.0% | $5,923+77.3% | $5,850+79.5% |
| Admin fee / account holder | $6,118 | $10,520-41.8% | $7,743-21.0% | $11,596-47.2% |