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 | $44,259 | $183,963-75.9% | $162,163-72.7% | $152,861-71.0% |
| Participation rate | 79.2% | 88.5%-9.3pp | 87.6%-8.4pp | 82.4%-3.3pp |
| Annual return | 24.46% | 150.76%-126.3pp | 115.59%-91.1pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,588 | $6,371-43.7% | $5,614-36.1% | $4,762-24.7% |
| Participant deferral / active EE | $7,415 | $8,034-7.7% | $7,298+1.6% | $5,850+26.7% |
| Admin fee / account holder | $2,160 | $13,121-83.5% | $10,843-80.1% | $11,596-81.4% |