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 | $121,043 | $180,749-33.0% | $160,784-24.7% | $137,256-11.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 14.19% | 2234.46%-2220.3pp | 1803.92%-1789.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,155 | $4,155-24.1% | $3,733-15.5% | $4,156-24.1% |
| Participant deferral / active EE | $4,965 | $6,844-27.5% | $6,293-21.1% | $6,407-22.5% |
| Admin fee / account holder | $11,145 | $10,397+7.2% | $9,717+14.7% | $12,270-9.2% |