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 | $73,684 | $183,963-59.9% | $162,163-54.6% | $152,861-51.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 29.32% | 150.76%-121.4pp | 115.59%-86.3pp | 345.32%-316.0pp |
| Employer contribution / active EE | $1,659 | $6,371-74.0% | $5,614-70.5% | $4,762-65.2% |
| Participant deferral / active EE | $4,978 | $8,034-38.0% | $7,298-31.8% | $5,850-14.9% |
| Admin fee / account holder | $1,560 | $13,121-88.1% | $10,843-85.6% | $11,596-86.5% |