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 | $109,507 | $226,064-51.6% | $182,532-40.0% | $152,861-28.4% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 20.15% | 192.51%-172.4pp | 148.54%-128.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,688 | $4,978-46.0% | $4,076-34.1% | $4,762-43.6% |
| Participant deferral / active EE | $5,606 | $6,368-12.0% | $5,524+1.5% | $5,850-4.2% |
| Admin fee / account holder | $1,389 | $10,703-87.0% | $8,592-83.8% | $11,596-88.0% |