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 | $29,189 | $77,813-62.5% | $123,544-76.4% | $64,186-54.5% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | 96.44% | 12.48%+84.0pp | 119.20%-22.8pp | 7.63%+88.8pp |
| Employer contribution / active EE | $3,117 | $3,014+3.4% | $4,628-32.6% | $2,381+30.9% |
| Participant deferral / active EE | $4,079 | $5,240-22.1% | $6,426-36.5% | $3,470+17.6% |
| Admin fee / account holder | $1,348 | $5,519-75.6% | $9,284-85.5% | $4,888-72.4% |