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 | $111,864 | $144,119-22.4% | $117,854-5.1% | $147,584-24.2% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 31.65% | 531.15%-499.5pp | 335.08%-303.4pp | 578.55%-546.9pp |
| Employer contribution / active EE | $4,166 | $4,896-14.9% | $3,786+10.0% | $4,876-14.6% |
| Participant deferral / active EE | $6,385 | $5,316+20.1% | $4,482+42.5% | $5,439+17.4% |
| Admin fee / account holder | $1,008 | $10,886-90.7% | $8,020-87.4% | $10,885-90.7% |