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 | $76,863 | $109,327-29.7% | $89,391-14.0% | $158,922-51.6% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | 5.86% | 345.68%-339.8pp | 245.62%-239.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,870 | $3,170-41.0% | $2,586-27.7% | $4,761-60.7% |
| Participant deferral / active EE | $5,711 | $4,598+24.2% | $3,890+46.8% | $5,982-4.5% |
| Admin fee / account holder | $364 | $6,153-94.1% | $4,881-92.5% | $11,246-96.8% |