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 | $82,494 | $202,432-59.2% | $169,368-51.3% | $139,434-40.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.73% | 531.74%-516.0pp | 405.60%-389.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,766 | $4,692+1.6% | $4,013+18.8% | $4,751+0.3% |
| Participant deferral / active EE | $5,383 | $6,938-22.4% | $6,221-13.5% | $6,710-19.8% |
| Admin fee / account holder | $2,077 | $10,708-80.6% | $9,003-76.9% | $11,403-81.8% |