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 | $107,188 | $176,056-39.1% | $159,436-32.8% | $167,490-36.0% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.15% | 331.75%-317.6pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $4,453 | $5,297-15.9% | $4,829-7.8% | $4,837-7.9% |
| Participant deferral / active EE | $21,304 | $7,750+174.9% | $7,352+189.8% | $6,341+236.0% |
| Admin fee / account holder | $3,492 | $12,554-72.2% | $10,799-67.7% | $12,309-71.6% |