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 | $120,352 | $209,411-42.5% | $178,490-32.6% | $158,922-24.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 23.64% | 188.75%-165.1pp | 151.07%-127.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,534 | $5,706-55.6% | $5,011-49.4% | $4,761-46.8% |
| Participant deferral / active EE | $11,324 | $5,954+90.2% | $5,202+117.7% | $5,982+89.3% |
| Admin fee / account holder | $711 | $17,074-95.8% | $13,984-94.9% | $11,246-93.7% |