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 | $114,492 | $198,466-42.3% | $170,442-32.8% | $147,584-22.4% |
| Participation rate | 73.7% | 88.0%-14.3pp | 83.6%-9.9pp | 82.8%-9.1pp |
| Annual return | 13.51% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,532 | $6,184-59.1% | $5,433-53.4% | $4,876-48.1% |
| Participant deferral / active EE | $3,250 | $5,629-42.3% | $4,939-34.2% | $5,439-40.2% |
| Admin fee / account holder | $15,138 | $16,852-10.2% | $13,880+9.1% | $10,885+39.1% |