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 | $133,427 | $202,432-34.1% | $169,368-21.2% | $139,434-4.3% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 14.49% | 531.74%-517.2pp | 405.60%-391.1pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,891 | $4,692-38.4% | $4,013-28.0% | $4,751-39.2% |
| Participant deferral / active EE | $7,953 | $6,938+14.6% | $6,221+27.8% | $6,710+18.5% |
| Admin fee / account holder | $2,962 | $10,708-72.3% | $9,003-67.1% | $11,403-74.0% |