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 | $103,997 | $202,432-48.6% | $169,368-38.6% | $139,434-25.4% |
| Participation rate | 81.3% | 81.1%+0.2pp | 77.1%+4.1pp | 80.3%+0.9pp |
| Annual return | 17.16% | 531.74%-514.6pp | 405.60%-388.4pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,215 | $4,692-52.8% | $4,013-44.8% | $4,751-53.4% |
| Participant deferral / active EE | $5,432 | $6,938-21.7% | $6,221-12.7% | $6,710-19.0% |
| Admin fee / account holder | $1,359 | $10,708-87.3% | $9,003-84.9% | $11,403-88.1% |