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 | $46,651 | $183,963-74.6% | $162,163-71.2% | $152,861-69.5% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.6%-6.3pp | 82.4%-1.2pp |
| Annual return | 20.94% | 150.76%-129.8pp | 115.59%-94.7pp | 345.32%-324.4pp |
| Employer contribution / active EE | $4,199 | $6,371-34.1% | $5,614-25.2% | $4,762-11.8% |
| Participant deferral / active EE | $9,242 | $8,034+15.0% | $7,298+26.6% | $5,850+58.0% |
| Admin fee / account holder | $12,395 | $13,121-5.5% | $10,843+14.3% | $11,596+6.9% |