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 8-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 | $104,485 | $165,984-37.1% | $164,813-36.6% | $145,922-28.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 13.99% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,691 | $5,273-67.9% | $4,341-61.0% | $4,660-63.7% |
| Participant deferral / active EE | $12,833 | $6,959+84.4% | $6,031+112.8% | $6,688+91.9% |
| Admin fee / account holder | $5,223 | $16,648-68.6% | $12,690-58.8% | $13,397-61.0% |