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 | $44,602 | $183,963-75.8% | $162,163-72.5% | $152,861-70.8% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.6%-5.2pp | 82.4%-0.1pp |
| Annual return | 22.84% | 150.76%-127.9pp | 115.59%-92.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,947 | $6,371-69.4% | $5,614-65.3% | $4,762-59.1% |
| Participant deferral / active EE | $3,989 | $8,034-50.3% | $7,298-45.3% | $5,850-31.8% |
| Admin fee / account holder | $2,738 | $13,121-79.1% | $10,843-74.7% | $11,596-76.4% |