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 | $108,128 | $144,119-25.0% | $117,854-8.3% | $147,584-26.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 34.06% | 531.15%-497.1pp | 335.08%-301.0pp | 578.55%-544.5pp |
| Employer contribution / active EE | $6,219 | $4,896+27.0% | $3,786+64.3% | $4,876+27.5% |
| Participant deferral / active EE | $3,782 | $5,316-28.9% | $4,482-15.6% | $5,439-30.5% |
| Admin fee / account holder | $2,514 | $10,886-76.9% | $8,020-68.7% | $10,885-76.9% |