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 | $117,911 | $210,648-44.0% | $177,989-33.8% | $145,922-19.2% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 24.87% | 385.86%-361.0pp | 294.48%-269.6pp | 561.29%-536.4pp |
| Employer contribution / active EE | $1,568 | $4,565-65.6% | $3,949-60.3% | $4,660-66.3% |
| Participant deferral / active EE | $4,900 | $6,958-29.6% | $6,276-21.9% | $6,688-26.7% |
| Admin fee / account holder | $2,228 | $12,013-81.5% | $10,363-78.5% | $13,397-83.4% |