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 | $156,367 | $109,327+43.0% | $89,391+74.9% | $158,922-1.6% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | 23.73% | 345.68%-321.9pp | 245.62%-221.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,073 | $3,170-34.6% | $2,586-19.8% | $4,761-56.5% |
| Participant deferral / active EE | $6,353 | $4,598+38.2% | $3,890+63.3% | $5,982+6.2% |
| Admin fee / account holder | $9,494 | $6,153+54.3% | $4,881+94.5% | $11,246-15.6% |