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 | $119,615 | $183,963-35.0% | $162,163-26.2% | $152,861-21.7% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 24.12% | 150.76%-126.6pp | 115.59%-91.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,661 | $6,371-42.5% | $5,614-34.8% | $4,762-23.1% |
| Participant deferral / active EE | $6,336 | $8,034-21.1% | $7,298-13.2% | $5,850+8.3% |
| Admin fee / account holder | $1,848 | $13,121-85.9% | $10,843-83.0% | $11,596-84.1% |