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 | $97,745 | $176,056-44.5% | $159,436-38.7% | $167,490-41.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.48% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,831 | $5,297-46.6% | $4,829-41.4% | $4,837-41.5% |
| Participant deferral / active EE | $5,186 | $7,750-33.1% | $7,352-29.5% | $6,341-18.2% |
| Admin fee / account holder | $16,409 | $12,554+30.7% | $10,799+52.0% | $12,309+33.3% |